Gravity Research is seeking a highly motivated candidate to join our growing firm as a. Client Engagement Associate. The ideal candidate will have excellent written and oral communication skills and will be exceptionally organized, persistent, and collaborative. This is a dynamic role that spans sales, operations, administrative, and client services responsibilities and functions within a growing research and consulting enterprise. This role work...
Summary: The Client Engagement Advisor is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital markets insights to Family Office and RIA clients and platforms. Responsibilities: Collaborate with senior relationship managers to actively co-manage existing NB relationships, providing world class service to all Effectively profile clients, developing a deep understanding of c...
Summary: The Client Engagement Advisor is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital markets insights to Family Office and RIA clients and platforms. Responsibilities: Collaborate with senior relationship managers to actively co-manage existing NB relationships, providing world class service to all Effectively profile clients, developing a deep understanding of c...
DUTIES AND RESPONSIBILITIES. Identifying and activating new users of SolidProfessor. Review & prioritize list of accounts with no logins in previous 30 days. Engage with client’s organization, Follow up with requests or inquiries from clients. Proactively escalate at-risk clients. Collaborate with cross-functional teams (including Sales and Subscriptions) to support the success of our clients. Log all communication in CRM, maintain client files i...
