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. This person would be a key contributor to client satisfaction and relationship management with investors, keeping them informed, as well as supporting the business development efforts of the team globally. This role is based in Santa Monica and will only look at candidates already living in California.
Delivering superior customer service by exceeding client expectations
Perform research to develop new business as well as maintain business
Prepare client reports and other monthly/quarterly deliverables
Coordinate meetings and client requests for the business development team
Build/Update/Refine Excel models, templates, charts including research on potential clients, existing client portfolio data, charts for marketing materials and other performance and market detail