Senior Client Relationship Specialist

2 dni temu


Warszawa, Mazovia, Polska EXANTE Pełny etat

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

  1. Sales Coordination:
    1. Collaborate with sales teams to understand client needs and preferences.
    2. Support sales teams in various sales cycle stages.
    3. Coordinate and communicate with internal teams to meet clients'/stakeholders' requests.
  2. Customer Relationship Management (CRM):
    1. Maintain and update customer data in the CRM system.
    2. Track and manage sales activities, leads, and opportunities on behalf of stakeholders in the CRM.
    3. Provide insights for sales strategy discussions.
  3. Documentation:
    1. Manage documents related to transactions, contracts, and agreements.
    2. Ensure accurate and timely completion of necessary paperwork.
  4. Client Support Best Practices:
    1. Train and guide client support team members in delivering exceptional client experiences.
    2. Provide training and support to new team members.
    3. Stay updated on product knowledge and industry trends.
  5. Issue Resolution:
    1. Address and resolve client inquiries, concerns, or issues in collaboration with stakeholders.
    2. Act as a liaison between internal stakeholders and other departments to resolve internal issues affecting sales operations.
  6. Cross-Functional Collaboration:
    1. Collaborate with marketing, MO, finance, and other departments to ensure strategic alignment.
  7. Process Optimization:
    1. 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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