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Client Advocate Specialist
1 tydzień temu
WealthArc is a leading provider of innovative solutions for independent asset managers, shaping the future of wealth management.
About the JobThis 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.
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.