Associate Client Success Manager

Job Summary

A company is looking for an Associate Client Support Manager in Financial Services.

Key Responsibilities

• Support day-to-day relationships with a defined set of client accounts
• Educate customers to ensure adoption and optimal usage of the company's offerings
• Track key deliverables and maintain accurate records in CRM and internal systems

Required Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field
• Two to four years of experience in a client-facing environment role, ideally in financial services
• Expertise with Excel, PowerPoint, and Salesforce; Hubspot is a plus
• Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently
• Eagerness to learn the company's products, data, and client use cases in depth