Key skills
Communication
About this role
Role Overview
- Responsible for coordinating and leading all aspects of the service
- Responsible for client service oversight and management of critical inquiries
- Partner with internal teams to troubleshoot issues
- Track client satisfaction and identify risks
- Visit clients on-site to build stronger relationships
- Lead client KPI tracking and quarterly service reviews
- Provide guidance and mentorship to Client Success Specialists
Requirements
- A working understanding of the financial services
- Experience advising clients and/or adapting technology solutions within the investment life cycle
- Familiarity with buy-side investment management workflows
- Previous experience in a client
- or customer-facing environment
- Consultative approach to understanding client needs
- Excellent written and verbal communication skills
- Eagerness to explore new technologies
- Proficient in managing various tasks simultaneously
- Analyzing situations with attention to detail
- Enthusiasm for learning in a fast-paced, evolving environment
Benefits
- Eligible for an annual discretionary bonus
- Comprehensive healthcare
- Leave benefits
- Retirement benefits
- Flexible Time Off (FTO)
- Strong retirement plan
- Tuition reimbursement
- Support for working parents