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As a Senior Client Service Associate, you provide expert service for AdvisorEngine products, manage client inquiries via various channels, resolve issues, and collaborate with teams to ensure high client satisfaction. You will also contribute to training materials and mentor junior staff while maintaining a positive client relationship.

The Lead Generation Manager will drive lead generation activities and manage full-funnel acquisition marketing efforts. Responsibilities include executing marketing campaigns across digital and traditional channels, analyzing campaign performance, optimizing lead funnels, and collaborating with sales and marketing teams to enhance engagement.