Client Success Associate Job Description Template
Our company is looking for a Client Success Associate to join our team.
Responsibilities:
- Provide business insight to senior stakeholders and help define customer experience;
- Serve as advocate for software and assist clients with questions and/or concerns;
- Identify ways to improve onboarding, customer support, and account management processes;
- Escalate and resolve issues in a timely manner;
- Become a SME where it relates to software;
- Develop trusted relationships with new and existing clients and ensure satisfaction with software product.
Requirements:
- Excellent time management skills;
- Experience in private equity or hedge fund administrative firm preferred;
- 2+ years of experience within client service/support/success role within financial service;
- Great verbal and written communication skills;
- Experience in and or knowledge of financial services and investment management a plus;
- Proven ability to develop and maintain strong client relationships;
- 1-2 years’ experience in client services at fintech provider or elsewhere a plus;
- Must be assertive, detail-oriented and self-directed;
- Possess and demonstrate leadership skills and ability;
- Effective communication skills at all organizational levels, including written, oral, and presentation skills;
- Demonstrated ability to work in a team environment that requires quick turnaround and quality output;
- Ability to manage multiple projects concurrently;
- BA/BS in business, finance or related concentration;
- Client and team-oriented attitude.