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12 Days AgoSaved
In-Office
Chicago, IL, USA
Senior level
Senior level
Professional Services • Consulting • Financial Services
Build and deepen relationships with assigned family office and advisor members, drive member utilization and renewals, onboard and orient new members, capture member information in CRM, collaborate with internal teams to promote events and content, identify consulting opportunities, and represent FOX at events including moderating peer groups.
Top Skills: DynamicsExcelOffice365OutlookPowerPointWord
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