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Client Advocate Specialist

1 tydzień temu

Warszawa, Mazovia, Polska WealthArc Pełny etat

WealthArc is a leading provider of innovative solutions for independent asset managers, shaping the future of wealth management.

About the Job

This exciting opportunity calls for a skilled Customer Success Manager who can build lasting relationships with clients, drive business growth, and make a meaningful impact.

Key Accountabilities
  • Spearhead client onboarding, ensuring a smooth and efficient process.
  • Establish and maintain strong connections with clients, partners, and internal stakeholders.
  • Monitor and resolve client issues promptly, escalating when necessary.
  • Conduct Quarterly Business Reviews (QBRs) to analyze client progress and identify areas for improvement.
  • Stay up-to-date with industry trends and best practices to enhance client satisfaction.
Requirements

A minimum of 3 years of experience in Customer Success Management, preferably in the financial sector.

Must-Have Skills:

  • Exceptional communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Knowledge of financial products and markets.
  • Professional proficiency in English and German languages.