A working understanding of the financial services, and experience advising clients and/or adapting technology solutions within the investment life cycle
Familiarity with buy-side investment management workflows, proficient in market trends
Previous experience in a client- or customer-facing environment, with a focus on delivering excellent service
A consultative approach to understanding client needs and a passion for solving problems
Excellent written and verbal communication skills, with the ability to navigate complex or sensitive situations, listen actively, and respond with empathy and professionalism
Eagerness to explore new technologies and adeptness in promptly implementing newfound knowledge
Proficient in managing various responsibilities
Responsibilities
Customer success management: Responsible for coordinating and leading all aspects of the service; linking various partner teams to ensure a unified client experience
Escalation ownership: Responsible for client service oversight and critical inquiry management through ServiceNow
Cross functional collaboration: Partner with internal teams to troubleshoot issues, advocate for client needs and improve service delivery
Client health monitoring: Track client satisfaction, identify risks or opportunities, and proactively recommend solutions
Be present with our clients: Visit clients on-site to build stronger relationships, understand their unique needs in context, and ensure we deliver solutions that truly support their goals
KPI & Service reviews: Lead client KPI tracking and quarterly service reviews in partnership with the Client Engagement team and clients
Be a student every day: Foster a culture of ongoing learning. Expand your insight into our clients, their organizations, and our product to consistently elevate our service quality
Team leadership & Development: Provide guidance, mentorship and support to Client Success Specialists, fostering professional growth and ensuring high-quality client interactions