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8 hours ago
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Full time
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fintech onboarding client relationships private equity cross-functional

📋 Description

  • Support client relationships as primary contact.
  • Lead onboarding and training for clients.
  • Participate in client meetings and check-ins.
  • Monitor client activity and health.
  • Work cross-functionally to collect feedback and improve.
  • Establish best practices across external and internal workstreams.

🎯 Requirements

  • Bachelor's in Business/Finance + 2–6 yrs exp in finance.
  • Master's in Finance/Management or MBA with relevant experience.
  • Strong interest in capital markets and fintech.
  • Excellent communication and interpersonal skills with clients.
  • Organized, detail-oriented with time management.
  • Proactive problem-solver who can manage multiple projects.
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