Client Experience Associate

Cincinnati, Ohio, United States


Champions the use of technology to enhance and promote a unified client experience. Uses internal project management skills across departments to coordinate client and prospect presentations and electronic communication efforts. Responsibilities include design, maintenance and updating of all desktop publishing materials for the firm; designing and producing client reports from the Varden eReportal system and Advent APX; managing all aspects of the client portal experience including reporting, document vaulting and digital onboarding. Creativity and innovation is applied to all job responsibilities to continually enhance the electronic delivery of information to create an exceptional client experience.


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