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8 Days AgoSaved
In-Office
Charlotte, NC, USA
Junior
Junior
Fintech
Own client relationships for an investment management software platform, serving as a trusted advisor to hedge funds and asset managers. Responsibilities include monitoring account health, guiding clients on investment processes and platform outputs, delivering onboarding and training, supporting renewals, resolving questions, gathering product feedback, and promoting adoption of Annie AI capabilities. The role requires strong analytical and communication skills, investment interest, Microsoft Excel proficiency, and occasional client travel.
Top Skills: Ai ToolsAnnie AiExcelPythonSQL
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