Job Description We seek a dynamic and experienced hands-on Head Client of Onboarding to lead initiatives to help expand our product adoption and support our clients. We are looking for an experienced, consultative, and relationship-management-oriented leader to contribute to our team's achievement of our client-oriented goals.
The ideal candidate must have a combination of technical and client-facing skills that enhance their ability to ensure a mutually successful onboarding, growth, and expansion experience.
Responsibilities:
Client Onboarding Management:
Client Support and Training:
Client Management:
Internal Collaboration and Communication:
Additional Responsibilities:
Required Skills & Qualifications:
SmartX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovation in the wealth management industry. If you want to work in a professional yet relaxed atmosphere with other dynamic individuals, submit your resume to [email protected].