At a Glance
- Tasks: Manage strategic Wealth Management accounts and drive client engagement strategies.
- Company: Dynamic company focused on client success in the Wealth Management sector.
- Benefits: Enjoy competitive pay, health insurance, and generous PTO.
- Other info: Remote work with occasional meetings in Central London; great team collaboration.
- Why this job: Make a real impact by helping clients maximise their value from our services.
- Qualifications: 2+ years in Customer Success or Account Management, preferably in Wealth Management.
The predicted salary is between 40500 - 49500 £ per year.
This role is primarily remote with the expectation of meeting in person in Central London up to 2 days a week. A Senior Client Success Manager plays a critical role in servicing strategic 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. A Senior Client Success Manager will also have their own book of non-Strategic accounts to manage. 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 tailor solutions using CFRA content, products, and expertise to meet the client’s needs.
Key Responsibilities
- Manage wealth management accounts in designated book
- 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 user 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 training
- 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
- 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
- Ability to meet in person in Central London for team and/or client meetings up to 2 days a week
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
Senior Client Success Manager - Wealth Business Unit in London employer: CFRA Research
CFRA Research is an excellent employer that prioritises employee well-being and professional growth, offering a supportive work culture where collaboration thrives. With the flexibility of remote work complemented by in-person meetings in vibrant Central London, employees enjoy a balanced lifestyle while benefiting from comprehensive health insurance, generous PTO, and performance bonuses that reward hard work and dedication.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Success Manager - Wealth Business Unit in London
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at CFRA Research. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like CFRA Research before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Senior Client Success Manager - Wealth Business Unit in London
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to CFRA Research:Your cover letter is your chance to shine! Tell us why you want to work at CFRA Research specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at CFRA Research!
How to prepare for a job interview at CFRA Research
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
