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.

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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.

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