Job Summary

A financial institution has a current position open for a Remote Financial Customer Success Associate.

Must be able to:

• Support sales and business development
• Educate our customers by delivering product training
• Manage customer communications

Must meet the following requirements for consideration:

• A high proficiency in Excel, Google Sheets and Google Docs
• The ability to quickly develop a keen understanding of basic corporate law concepts
• Exceptional writing, project management, interpersonal skills, and attention to detail