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For Companies At a Glance
- Tasks: Engage with Wealth Management clients to maximize their value from our services.
- Company: Join a leading firm focused on delivering exceptional client success in Wealth Management.
- Benefits: Enjoy competitive pay, health insurance, PTO, and performance bonuses.
- Why this job: Be part of a collaborative team that values client relationships and personal growth.
- Qualifications: 1-2 years in Customer Success or Account Management; CRM experience preferred.
- Other info: Opportunity to work closely with senior leadership and influence product development.
The predicted salary is between 36000 - 60000 £ per year.
Client Success Manager
Department: Account Management
Employment Type: Full Time
Location: London, UK
Description
A Client Success Manager plays a critical role in servicing Wealth Management accounts that are key to the future success of the company. In this role you will work alongside the Senior Vice President, Account Manager to execute on customized client engagement strategies to ensure our Wealth clients are deriving the maximum value from CFRA’s services. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.
Key Responsibilities
- Develop a deep understanding of your clients, including their objectives, needs, and working styles
- Drive adoption of products/services
- Monitor usage data to target inactive users
- Maintain accurate users lists that reflect active users
- Seek opportunities for growth, specifically with user adds, within existing accounts
- Serve as the product expert for services within your client base
- Conduct product trainings
- Assist with inbound product and research related questions
- Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
- Partner with Marketing on campaign strategies within existing accounts
Skills, Knowledge and Expertise
- 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
- Previous experience servicing Wealth Management accounts is highly preferred
- Previous experience in a Research environment is highly preferred
- Hands-on experience with CRM tools (preferably Salesforce)
- Collaborative work ethic and a goal driven individual
- Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
- A customer-centric mindset with a passion for helping clients succeed
- Ability to prioritize tasks and manage multiple client requests
- Strong problem-solving skills and a proactive approach to addressing client challenges.
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
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Client Success Manager employer: CFRA Research
Contact Detail:
CFRA Research Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Success Manager
✨Tip Number 1
Familiarize yourself with the Wealth Management industry and CFRA's services. Understanding the specific needs and challenges of wealth clients will help you stand out during the interview process.
✨Tip Number 2
Highlight your experience with CRM tools, especially Salesforce. Be prepared to discuss how you've used these tools to enhance client relationships and drive product adoption in previous roles.
✨Tip Number 3
Demonstrate your collaborative work ethic by sharing examples of how you've successfully partnered with different teams in past positions. This will show that you can effectively work across departments to meet client needs.
✨Tip Number 4
Prepare to discuss your problem-solving skills and proactive approach. Think of specific instances where you've addressed client challenges and how those experiences can translate to success in this role.
We think you need these skills to ace Client Success Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Success Manager. Tailor your application to highlight relevant experiences that align with the key responsibilities mentioned in the job description.
Highlight Relevant Experience: Emphasize any previous experience in Customer Success or Account Management, especially if it involves Wealth Management accounts. Use specific examples to demonstrate how you've driven product adoption and managed client relationships.
Showcase Your Skills: Clearly outline your skills that match the job requirements, such as excellent communication, problem-solving abilities, and experience with CRM tools like Salesforce. Provide concrete examples of how you've used these skills in past roles.
Craft a Compelling Cover Letter: Write a personalized cover letter that expresses your passion for helping clients succeed. Mention how your background and skills make you a great fit for the role and how you can contribute to the company's success.
How to prepare for a job interview at CFRA Research
✨Understand the Client's Needs
Before the interview, research common challenges faced by Wealth Management clients. Be prepared to discuss how you can tailor solutions to meet their specific objectives and needs.
✨Showcase Your Communication Skills
As a Client Success Manager, excellent communication is key. Practice articulating your thoughts clearly and confidently, and be ready to demonstrate how you've built rapport with clients in past roles.
✨Familiarize Yourself with CRM Tools
Since hands-on experience with CRM tools like Salesforce is preferred, make sure you can discuss your familiarity with these systems. Highlight any relevant experiences where you used CRM tools to enhance client relationships.
✨Demonstrate a Customer-Centric Mindset
Prepare examples that showcase your passion for helping clients succeed. Discuss how you've proactively addressed client challenges in the past and how you plan to drive product adoption and growth within existing accounts.
