Customer Success Specialist

Customer Success Specialist

Role Description

Our client’s commitment is to bridge the gap between people and their financial aspirations. As a pioneering financial institution, they believe in offering top-tier financial services and products and ensuring their customers understand, utilize, and benefit from them.

As a Customer Success Specialist, you will be instrumental in ensuring the customers’ journey is smooth, informative, and beneficial. You’ll play a pivotal role in understanding the customers’ needs, guiding them through offerings, and ensuring their satisfaction.

Key Responsibilities:

  1. Onboarding: Guide new clients through our onboarding process, ensuring they understand and are comfortable with platforms and services.
  2. Account Management: Regularly check in with assigned accounts to gauge their satisfaction, address any concerns, and inform them of relevant new services or changes.
  3. Feedback Loop: Collect and analyze customer feedback, working closely with internal teams to implement product or service improvements.
  4. Problem Solving: Address and resolve clients’ issues or concerns with our services, coordinating with other departments when necessary.
  5. Training: Conduct workshops or sessions to educate customers on products, updates, or relevant financial topics.
  6. Retention: Proactively identify at-risk accounts and strategize on retention tactics, ensuring customers remain satisfied and engaged.
  7. Cross-Selling: Identify opportunities to provide additional value to clients by introducing them to other services or products.

Who we are looking for

  • Bachelor’s degree in Finance, Business Administration, or a related field.
  • Minimum of 2 years of experience in customer success, account management, or similar roles within the financial sector.
  • Strong interpersonal and communication skills.
  • Possess the ability to understand complex financial products and explain them in simple terms.
  • Proficient in CRM software and Microsoft Office Suite.
  • A genuine passion for helping customers succeed and achieve their financial goals.


What’s the offer

  • Competitive salary and benefits package.
  • A growth-oriented work environment that encourages continuous learning and innovation.
  • Opportunities for career advancement within a prestigious financial institution.
  • Supportive team and management focused on your success.

Job Category: Finance & Banking
Job Type: Full Time
Job Location: Toronto
Presence: Remote

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