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  • Accomplishments and Experience
  • 0 Help Clients Implement Services And Plan Projects Effectively
  • 0 Manage Client Relationships For Traditional Established Asset Managers As Well As Fintechs
  • 0 Produce Business Reports On Fintech And Investment Management Sector
  • 0 Provide Strategic Counsel


  • Accomplishments and Experience
  • 0 Ability To Multi-Task With Strong Organisational Skills
  • 0 Allocate New Accounts And Tasks To Team Members
  • 0 Develop Trust Relationships With A Portfolio Of Major Clients To Ensure They Do Not Turn To Competition
  • 0 Ensure Prompt And Accurate Answers To Clients’ Queries
  • 0 Identify And Approach New Potential Strategic Customers


  • Accomplishments and Experience
  • 0 Experience In Communicating With Customer/Client Through The Telephone
  • 0 Foster Positive Relationships With Our Customers As Their Primary Point Of Contact
  • 0 Strong Customer-Service Skills Including Issue Resolution And Negotiation