Relationship Manager
Current- Cover client segments and meet regularly with stakeholders to maximize relationships by assessing their business needs while offering opportunities to reduce time, cost, and risk.
- Contribute to the development of automation solutions and emerging technologies to ensure consistent and accurate client support.
- Identify discoveries for Fundserv to improve its product offerings & services.
- Conduct training sessions with external clients on all aspects of Fundserv and its operations… Show more
- Conduct training sessions with external clients on all aspects of Fundserv and its operations including new client onboarding and support. Show less