What are the responsibilities and job description for the Client Partner in FinTech position at Envestnet Asset Management, Inc.?
A company is looking for an Associate Client Partner in FinTech.Key ResponsibilitiesManage client relationships and maintain existing revenue while identifying growth opportunitiesConduct quarterly business reviews and track key performance indicators for clientsCollaborate with internal teams to ensure client satisfaction and adherence to service levelsRequired QualificationsBachelor's Degree5 years of experience in relationship management or business analytics in a SaaS environment4 years of experience in technology or technical customer support within the financial services industryFamiliarity with financial institution clients and digital servicesBackground in Customer Support, Consulting, or Professional Services, preferably in a Technology Firm
