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So maybe you can suggest an improved clientonboarding process, because you’ve been through so many now and you know where the holes are. If you are working with a client that’s a publicly traded company, then you can also download the transcripts from the investors’ meetings that happen on a quarterly basis.
Oversee and coordinate client operations team interaction with the institutional investors and external partners. Work directly with the clients to understand how best to ensure a smooth client experience – from clientonboarding to client settlements.
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