Related skills
account management onboarding ai copilotsπ Description
- Use generative AI tools daily to improve outputs and efficiency.
- Own top institutional client relationships and drive excellent experience.
- Collaborate with Senior AMs to support complex multi-client relationships.
- Ensure onboarding and effective use of Coinbase Prime across multi-product workflows.
- Lead cross-functional onboarding with Sales, Trading, Legal, Compliance, and Ops.
- Deliver best-in-class client experience via stakeholder mgmt and prioritization.
π― Requirements
- 4+ years institutional client relationship experience.
- Exceptional verbal and written communication with influence.
- Build trusted relationships with clients and internal stakeholders.
- Understand cross-functional risk and workflows to identify issues.
- Organized, independent working style for managing client books.
- Nice to have: digital assets, Prime Brokerage, Mandarin.
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