Client Lead Triage Manager
Quilter(1 day ago)
About this role
The role involves managing and nurturing client inquiries, engaging with prospective clients via inbound and outbound channels, and supporting the growth of new client generation activities for a wealth management firm. The candidate will focus on providing an excellent client experience and collaborating with various teams to optimize lead conversion and client outreach.
Required Skills
- Client Management
- Lead Generation
- Communication
- Nurturing Campaigns
- Financial Planning
- Investment Management
- Email Marketing
- Relationship Building
- Collaborative Skills
- Organizational Skills
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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