Client Solutions Executive
Core
Support the Issuer Services New Business Team in generating new revenue, developing a pipeline of opportunities, and strengthening the advisor network.
Role type
Client Solutions Executive (Sales Support & Operations)
Builds
New business opportunities and pipeline for Issuer Services
Domain
Financial Services / Issuer Services
Deliverable
product features
Required skills
Salesforce, CRMoD, Monday.com, Excel, Word, PowerPoint, Customer Due Diligence coordination, stakeholder liaison, data reporting, calendar management
Preferred skills
Process improvement, project coordination, multi-tasking
Technologies
Salesforce, CRMoD, Monday.com, Excel, Word, PowerPoint
Responsibilities
Maintain sales and relationship tracking tools; manage KPI performance tracking and reporting; prepare proposals and presentations; coordinate Customer Due Diligence; monitor new business initiatives; coordinate internal and external communications; manage team logistics and administrative tasks
Seniority
Individual Contributor, mid-level support role