Client Success Specialist
This role is responsible for providing exceptional client service and relationship management to our clients across the wealth management market.
You will be managing the post-sales onboarding, product training, and ongoing client engagement to ensure maximum client renewal. As a product expert, you will provide client training and support to ensure clients understand how to get the best value from our data and research products.
You will also act as a coordinator for internal feedback and product enhancement to continue to identify new opportunities. Working closely with Account Management, you will help manage the client experience and the client renewal process.
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Responsibilities
1. Manage post-sales onboarding, administration, relationship management, and client retention for our products.
2. Develop and maintain excellent client relationships with assigned accounts and existing clients.
3. Become a product expert and provide ongoing training and support to our clients.
4. Work closely with development, data operations, research, and marketing teams to provide client feedback for product enhancements.
5. Assist the Head of Client Success and Account Management team with the client engagement, retention, and renewal strategy.
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Qualifications
* Bachelor or Masters degree in business, finance, marketing, communications, or a related field.
* At least 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management, or superannuation.
* Understanding of wealth management, superannuation, life insurance, and management investments.
* Strong client service, account management, and engagement skills.
* Excellent communication, presentation, and client training skills.