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Advyzon · 4 months ago

Relationship Manager - Financial Services

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Advyzon is a financial technology company recognized as one of the best places to work in fintech. They are seeking a Client Success Manager who will manage key relationships and drive product adoption among new users on their platform.

AdviceFinancial ServicesImpact Investing

Responsibilities

Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage

Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base

Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects

Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements

Qualification

Financial ServicesInvestment ManagementMicrosoft ExcelCustomer SupportOrganizational Skills

Required

Financial Services: Finance, Accounting, Economics, or Information Systems degrees preferred

Two years or more experience in the Financial Services

Previous work experience in the Financial Services / Finance industry is a plus

Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user's needs

Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users

The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail

Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams

Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization

Proficient skills in Microsoft Excel