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About the Role

A Client Success Manager plays a critical role in servicing strategic Wealth Management accounts that are key to the future success of the company. This role involves executing customized client engagement strategies to ensure clients derive maximum value from services. A Senior Client Success Manager will also manage their own book of non-Strategic accounts.

Responsibilities

• Manage wealth management accounts in designated book
• Develop a deep understanding of clients, including their objectives, needs, and working styles
• Drive adoption of products/services
• Monitor usage data to target inactive users
• Maintain accurate users lists that reflect active users
• Seek opportunities for growth, specifically with user adds, within existing accounts
• Serve as the product expert for services within your client base
• Conduct product training
• Assist with inbound product and research related questions
• Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
• Partner with Marketing on campaign strategies within existing accounts

Requirements

• 2+ years of experience in Customer Success, Account Management, or a related customer-facing role
• Previous experience servicing Wealth Management accounts is highly preferred
• Previous experience in a Research environment is highly preferred
• Hands-on experience with CRM tools (preferably Salesforce)
• Collaborative work ethic and a goal driven individual
• Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
• A customer-centric mindset with a passion for helping clients succeed
• Ability to prioritize tasks and manage multiple client requests
• Strong problem-solving skills and a proactive approach to addressing client challenges
• Ability to meet in person in Central London for team and/or client meetings up to 2 days a week

Location

• London, UK

Work Type

• Full Time
• Remote
• Hybrid

Experience Level

• 2+ years

Benefits

• Sick Days
• PTO
• Holiday Pay
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Performance Bonus
• Pension