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Client Strategist

Reposted 23 Days AgoSaved
Hybrid
Los Angeles, CA, USA
Mid level
Mid level
Fintech • Payments • Financial Services
As a Client Strategist, you will develop and execute marketing strategies for clients, analyze campaign performance, manage client relationships, and optimize for success.
Top Skills: Analytics ToolsCrm SystemsMarketing Automation Platforms
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DealMaker

Transfer Agency Operations Manager

25 Days AgoSaved
Hybrid
Los Angeles, CA, USA
Mid level
Mid level
Fintech • Payments • Financial Services
Manage daily operations of Transfer Agent services, champion compliance, streamline processes, and enhance client experience through AI initiatives and effective communication.
Top Skills: Ai VerificationCrm SystemsEngage PlatformExcelLookerMondaySaas Solutions
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