Upvote
Downvote
Client Relationship Associate
Share Job
- Suggest Revision
- Disciplined Growth Investors, Inc., (DGI) is an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940.
- This includes processing client requests, utilizing our CRM system (Salesforce), learning the on-boarding of new clients, suggesting and implementing process improvements to streamline existing systems.
- This role will be responsible for processing and ensuring paperwork and forms are completed in a timely and accurate manner, interacting with clients via e-mail, phone, and video conference.
- o Process client requests at Fidelity and Schwab
- Data Management & Admin for Client Relationship Managers & Director of Institutional Relationships
Active Job
Updated YesterdaySimilar Job
Relevance
Active