Tech-Forward Client Advisor | Fintech Growth & AI

A leading Fintech company in San Jose is looking for a Client Advisor to enhance client engagement and drive revenue growth. This role involves strategic planning, utilizing data-driven insights, and leveraging technology to build client relationships effectively. Candidates should have a minimum of 2 years in client-facing roles, preferably in the insurance industry, and a proven track record of new client acquisition. Competitive salary and comprehensive benefits including medical coverage and paid time off are offered.
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