Relationship Manager providing comprehensive investment management advice and solutions for Glenmede’s private clients. Collaborate with wealth advisory teams to personalize and manage client portfolios.
About the role
- Account Manager handling client activation and partner needs for papernest's B2B solutions. Collaborating with operations to ensure service quality while managing communications and reports.
Responsibilities
- Gestión y seguimiento de la activación de clientes, necesidades de socios e incidencias.
- Gestionar las comunicaciones con clientes y socios por teléfono y correo electrónico.
- Mantener y actualizar los datos de los clientes en el sistema CRM.
- Coordinación con el equipo de operaciones para garantizar la calidad del servicio.
- Preparación de informes de ventas y seguimiento de los KPI de rendimiento.
Requirements
- Licenciatura o diplomatura en Administración de Empresas, Ventas o campo relacionado.
- Se valorará experiencia en un puesto administrativo o de apoyo a ventas
- Sólidos conocimientos de herramientas MS Office
- Proactivo/a, bien organizado/a, abierto/a a aprender rápido y con mentalidad orientada a objetivos
- Nativo/a en español o en francés, (inglés es un plus!)
- Experiencia con herramientas CRM (por ejemplo, Salesforce)
Benefits
- Desayuno saludable ofrecido cada martes.
- Desarrollarse en un entorno internacional e inclusivo.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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