Client Advocate

Job Summary

A company is looking for a Client Advocate to support clients using their Black Diamond Wealth Platform solution.

Key Responsibilities

• Build and maintain strategic relationships with existing clients through effective communication
• Educate and train clients on software systems to drive adoption and troubleshoot issues
• Collaborate with internal teams to resolve client problems and enhance customer satisfaction

Required Qualifications

• Proven work experience as a Customer Success Manager or similar role
• Ability to work independently in a remote/hybrid environment
• Strong emotional intelligence to connect and empathize with clients
• Experience with technology and financial industry-related issues
• Ability to quickly grasp new concepts and communicate them effectively