Associate Client Success Manager

A company is looking for an Associate Client Support Manager in Financial Services.

Key Responsibilities

Support day-to-day relationships with a defined set of client accounts

Educate customers to ensure adoption and optimal usage of the company's offerings

Track key deliverables and maintain accurate records in CRM and internal systems

Required Qualifications

Bachelor's degree in Finance, Business, Economics, or a related field

Two to four years of experience in a client-facing environment role, ideally in financial services

Expertise with Excel, PowerPoint, and Salesforce; Hubspot is a plus

Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently

Eagerness to learn the company's products, data, and client use cases in depth