Institutional Business Development Specialist - Newport Beach - beBeeClientServicer

    beBeeClientServicer
    beBeeClientServicer Newport Beach

    1 week ago

    Job title: Associate, Client Service

    Description

    Client Service Associate


    The cornerstone of our institutional business development team, the Client Service Associate plays a vital role in driving business growth.

    • Supports data collection and organization across product suites to enhance client experience.
    • Assists with compiling and presenting monthly and quarterly reports for institutional portfolios, providing valuable insights into market trends.
    • Leverages research skills to address client service needs and provide actionable recommendations.

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