Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $900 billion advised across our platforms. The Department This team is instrumental in engaging with clients, based on the defined Relationship Management Program, to develop deep, positive relationships and increase client retention and overall size of client relationship. Your Role The Relationship Manager works to understand strategic initiatives and other client needs, expands clients’ footprint with other product and service offerings, and is a main point of contact for conflict escalation and resolution. Additionally, this role owns the training functions for key client...
15/04/2021
Full time
Intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $900 billion advised across our platforms. The Department This team is instrumental in engaging with clients, based on the defined Relationship Management Program, to develop deep, positive relationships and increase client retention and overall size of client relationship. Your Role The Relationship Manager works to understand strategic initiatives and other client needs, expands clients’ footprint with other product and service offerings, and is a main point of contact for conflict escalation and resolution. Additionally, this role owns the training functions for key client...
