Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients, manage onboarding, and build strong relationships in a fast-paced FinTech environment.
- Company: Join a rapidly growing FinTech innovator transforming capital markets with cutting-edge technology.
- Benefits: Enjoy a dynamic work culture, opportunities for growth, and the chance to make an impact.
- Why this job: Be the voice of clients, influence product development, and thrive in a collaborative team.
- Qualifications: Experience in Customer Success or client-facing roles in FinTech or Capital Markets is essential.
- Other info: Ideal for those passionate about finance and technology, looking to make a difference.
The predicted salary is between 43200 - 72000 £ per year.
About the Client
The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration.
Role Overview
The Client is seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients—ranging from global banks to hedge funds—derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth onboarding, ongoing support, and long-term relationship success.
Key Responsibilities
- Client & Trader Support: Serve as the first point of contact for client and trader queries, ensuring timely resolution and proactive communication.
- Client Onboarding & Integration: Lead the onboarding process for new clients, including platform configuration, user training, and integration with internal systems (e.g., OMS, EMS, back-office platforms).
- Relationship Management: Build and maintain strong, long-term relationships with key stakeholders across client organisations. Regularly engage clients to understand their evolving needs and ensure satisfaction.
- Cross-Functional Collaboration: Work closely with Product, Engineering, and Operations teams to relay client feedback, influence product development, and ensure delivery of client requirements.
- Client Advocacy: Champion the voice of the client internally, ensuring their needs are represented in product roadmaps and service enhancements.
Ideal Candidate Profile
- Proven experience in a Customer Success, Client Services, or Operations role within a FinTech or Capital Markets environment.
- Alternatively, experience in a client-facing role at a bank, asset manager, or hedge fund, with exposure to Securities Finance, Repo, or Equity Derivatives.
- Strong understanding of front-to-back trade lifecycle and post-trade processes.
- Excellent communication, problem-solving, and relationship-building skills.
- Ability to thrive in a fast-paced, client-centric environment.
Nice to Have
- Familiarity with FIX protocol, SWIFT messaging, or other financial integration standards.
- Experience with SaaS platforms or enterprise software in financial services.
Customer Success Manager (London Area) employer: Trevose Partners
Contact Detail:
Trevose Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager (London Area)
✨Tip Number 1
Familiarise yourself with the FinTech landscape, especially focusing on capital markets. Understanding the specific challenges and trends in this sector will help you engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the industry, particularly those working in Customer Success or related roles. Attend FinTech events or webinars to connect with others and gain insights into what makes a successful Customer Success Manager in this field.
✨Tip Number 3
Brush up on your knowledge of the front-to-back trade lifecycle and post-trade processes. Being able to discuss these topics confidently will show your potential employer that you understand the intricacies of their platform and can effectively support clients.
✨Tip Number 4
Prepare to discuss how you've successfully managed client relationships in the past. Use specific examples that highlight your problem-solving skills and ability to advocate for clients, as these are crucial for the role of a Customer Success Manager.
We think you need these skills to ace Customer Success Manager (London Area)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Customer Success or Client Services, particularly within FinTech or Capital Markets. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the client’s needs and how your skills can help them achieve their goals. Mention specific experiences that relate to client onboarding, relationship management, and cross-functional collaboration.
Showcase Problem-Solving Skills: In your application, provide examples of how you've successfully resolved client issues in the past. Highlight your communication and relationship-building skills, as these are crucial for the role.
Highlight Relevant Technical Knowledge: If you have experience with financial integration standards like FIX protocol or SWIFT messaging, be sure to mention it. This will set you apart as a candidate who understands the technical aspects of the role.
How to prepare for a job interview at Trevose Partners
✨Understand the FinTech Landscape
Familiarise yourself with the latest trends and technologies in the FinTech sector, especially those related to capital markets. This knowledge will help you demonstrate your passion for the industry and your ability to engage with clients effectively.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships. Highlight how you resolved issues, ensured client satisfaction, and contributed to long-term partnerships, as this role heavily focuses on relationship management.
✨Demonstrate Technical Proficiency
Since the role involves onboarding and integrating clients with the platform, be ready to discuss your technical skills. If you have experience with SaaS platforms or financial integration standards like FIX or SWIFT, make sure to mention it during the interview.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and client advocacy. Think of situations where you had to advocate for a client's needs internally or resolve a complex issue, and be prepared to explain your thought process.
