Assist Technical Relationship Managers to perform periodic client account technical reviews to identify trends and any potential service gaps so that they can be addressed by the team
Job Summary
Assist Technical Relationship Managers to perform periodic client account technical reviews to identify trends and any potential service gaps so that they can be addressed by the team.
Be part of a client-facing team gaining exposure to technology, project management, and relationship management.
Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
Matching Summary
Assist Technical Relationship Managers to perform periodic client account technical reviews to identify trends and any potential service gaps so that they can be addressed by the team.
Skills & Requirements
Must-have
MS Office (Word, Excel, PowerPoint)
advanced Excel skills
written and verbal English communication
client-facing projects
technical client reviews
Nice-to-have
appetite for superb customer service
working with diverse teams
results-focused meritocracy
curiosity and a shared belief
Key Requirements
Bachelor’s or Masters degree
basic understanding of finance industry
familiarity of technology in corporate environment