Senior Client Relationship Specialist
2 dni temu
About EXANTE
We are a leading provider of centralized trading solutions and B2B financial infrastructure.
Our proprietary trading platform offers direct market access to a wide range of financial instruments.
We have a diverse workforce of 600+ employees across 70+ locations, representing 60 nationalities.
We prioritize investing in our people and strive to set a new standard for wealth management.
About the Job
A Senior Client Support Manager plays a critical role in delivering exceptional client experiences.
The Key Responsibilities
- Sales Coordination:
- Collaborate with sales teams to understand client needs and preferences.
- Support sales teams in various sales cycle stages.
- Coordinate and communicate with internal teams to meet clients'/stakeholders' requests.
- Customer Relationship Management (CRM):
- Maintain and update customer data in the CRM system.
- Track and manage sales activities, leads, and opportunities on behalf of stakeholders in the CRM.
- Provide insights for sales strategy discussions.
- Documentation:
- Manage documents related to transactions, contracts, and agreements.
- Ensure accurate and timely completion of necessary paperwork.
- Client Support Best Practices:
- Train and guide client support team members in delivering exceptional client experiences.
- Provide training and support to new team members.
- Stay updated on product knowledge and industry trends.
- Issue Resolution:
- Address and resolve client inquiries, concerns, or issues in collaboration with stakeholders.
- Act as a liaison between internal stakeholders and other departments to resolve internal issues affecting sales operations.
- Cross-Functional Collaboration:
- Collaborate with marketing, MO, finance, and other departments to ensure strategic alignment.
- Process Optimization:
- Identify opportunities for process improvements and efficiency within the client support function and beyond.
Requirements
Qualifications
- Bachelor's degree in Business Administration, Financial industry or related field.
- 5+ years of experience in Financial industry with focus on account management.
- Proven experience in a similar role.
Key Skills & Competencies
- Customer Service Expertise: Strong understanding of client support and sales processes.
- Leadership & Team Management: Ability to mentor new team members.
- Communication & Interpersonal Skills: Excellent verbal and written communication with clients and internal teams.
- Problem-Solving: Ability to address client concerns and resolve escalations effectively.
- Project Management: Experience in managing client-related projects.
- Technical Proficiency: Familiarity with CRM systems and other tools.
- Data Analysis & Reporting: Ability to track KPIs and provide reports to stakeholders.
- Conflict Resolution: Skilled at handling difficult customer situations professionally.
- Industry Knowledge: Understanding of FI and industry trends.
Perks & Benefits
- Competitive salary and bonus programs.
- Corporate benefits.
- Pleasant and informal work environment.
- Ongoing education and training programs.
- Networking opportunities.
- Global career prospects.
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