Customer Success Associate - Investment Fintech

Excelsior Search
London, United Kingdom
Appropriate salary dependent on experience.
Nov 29, 2022
Dec 17, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our client is an investment technology provider looking for a proactive professional who is eager to learn and develop in a key customer success / client services role. Joining this well established fintech company at an exciting time of growth, the successful candidate will receive financial markets industry and technology training, and with this engage with some of the worlds' leading investment companies in their use of portfolio management and analysis systems to support their investment processes.

Your responsibilities will include:
- Acting as a primary contact for clients, supporting, troubleshooting and consulting in their use of the portfolio management system.
- Provide users with online system training.
- Keeping users up-to-date with the release of brand new features, through phone / emails / online media.
- Working closely with the sales teams to identify opportunities for account growth

Our client is looking for the following in suitable candidates:
- A finance or economics type Bachelor's Degree (minimum 2:1).
- 1+ years full time work experience would be preferred, and if this is in either a client service, customer success, support or analyst type role that would be even better.
- Want to learn about the investment industry, empowering personal knowledge.
- A client focussed and collaborative team-player.
- Excellent communication skills, both written and verbal, with a proven ability to consult with a range of professional personas, up to and including executive level.

The chance to further your customer success career in with a leading investment technology company is right here! For the right professional who is bright and willing to learn, our client is offering an exciting breakthrough opportunity: to reap both the career growth and financial rewards of being part of an exciting fintech venture; as well as putting your stamp in the high £value industry of the financial markets !

Remuneration: Appropriate salary dependent on experience.

Location: London (office or hybrid).

Please either apply online or send your CV to quoting ref 12118.

keywords: client services, client support, customer success, associate, analyst.
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