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data analytics salesforce snowflake einstein📋 Description
- Provide exceptional client service per standards
- Manage intake/resolution of inquiries via phone, email, portal
- Leverage financial and legal reporting knowledge to source info
- Build product coverage expertise within the inquiry team
- Enhance inquiry tracking in Salesforce with Einstein ML and Snowflake
- Collaborate with senior stakeholders to meet evolving requirements
🎯 Requirements
- 2-5 years in client servicing, investor relations, asset mgmt, consulting or wealth mgmt
- Strong proficiency in alternatives
- Undergraduate degree from a top-tier institution
- Demonstrated ability to execute in complex operational environments
- Excellent communication and presentation skills
- Highly organized with attention to detail and follow-through
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