Participate in Client kick-off calls and be the key contact in acquiring Clients data for membership and modeling and communicate status and issues to Client Services Director, Data Management team and Modeling team.
November 29, 2022
Support new customer implementations by coordinating client meetings, creating project and product documentation, and helping ensure project deliverables are delivered on time.
December 13, 2022
Track and manage the contracts and agreements with our current clients and proactively drive the renewal process for our account management / customer success teams.
February 21, 2023
Assist team with guiding clients through our financial planning process, including scheduling appointments, gathering client information, inputting information into financial planning software, utilizing various software tools for case analysis, preparing presentation materials, and communicating status with the client.
April 18, 2023
Monitor and communicate the progress of customer service inquiries to ensure customer's requirements and company standards are met.
May 17, 2023