CLIENT SUCCESS LEAD
Descripción de la oferta de empleo
this position is remote from any state in Mexico.
We're recruiting an experienced Client Success Lead to support the client service team.
The Client Success Lead is a finance and client service master that translates portfolio complexity into fully realized instances within the company.
You'll be responsible for managing client relationships, decrypting Patron portfolios during onboarding, and acting as a rosetta stone between Patrons, Product Owners, Designers and Developers.
Our Mission.
Our mission is to simplify wealth and unlock unprecedented access for all investors.
We pride ourselves on building idiomatic native experiences and investing in pixel perfection.
We believe culture is the one thing you can't over-index.
We accept humans are poor substitutes for robots - we also understand humans are not resources.
Our Core Values.
We have four core values that we believe make the ideal teammate.
Be Humble.
Be Humane.
Be Hungry.
Be Holistic.
Qualifications.
4+ years of direct client service experience in wealth management, a family office or similar Client-focused, highly organized and detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere Strong analytical and communication skills (both written and verbal) and an ability to build lasting relationships Deep understanding of financial acumen Demonstrated ability to work effectively with leadership and colleagues Capable of exercising judgment and maintaining strict confidentiality Proven record of being reliable, prepared, responsive and eager to learn Experience with Microsoft Office and Google Suite Responsibilities.
Work directly with our clients throughout their onboarding and customer journey.
Be the quarterback of their relationship with us- tracking onboarding progress, follow up, meetings and outstanding requests Understand the clients financial picture and data structure to ensure data accuracy Collaborate with client services, designers, developers and business stakeholders to ensure consistent communication loop on client feedback and feature requests Support and validate data issues alongside machine learning systems Look for opportunities to improve processes and tooling Maintain and optimize operational workflows Participate in new product launches, and become a product expert Nivel de educación deseada.
Superior - titulado Nivel de experiencia deseada.
Nivel Medio Habilidades.
Client Success English Google Suite Microsoft Office *
Detalles de la oferta
- Confidencial
- 07/09/2024
- 06/12/2024
¿quieres ser parte de nuestro equipo? nuestra client development assistant será quien brindará apoyo al área de atención de clientes para méxico, usa y colombia... ¿qué beneficios ofrecemos? colaboración internacional con méxico 100% home office crecimiento profesional remuneración competitiva de lunes......
¿te gustaría ser parte de nuestro equipo? nuestra client development executive es responsable de la atención de clientes pequeños, de forma tal que pueda desarrollar su capacidad comercial y su conocimiento en marketing digital... si buscas experiencia, aquí puedes acercarte a clientes en méxico, colombia......
Be able to lead by example... we lead with respect and honesty: - we build trust through transparency... lead the identification, innovation, and implementation of new tools and processes to support this work scope... they have a dedicated in-house team of engineers, offering end-to-end software solutions......
Passionate about client service excellence... ensure the client takes advantage of workday best practices... key responsibilities perform the following on an engagement understand client business requirements, configure the workday solution, demonstrate the configurations through the development of......
Passionate about client service excellence... ensure the client takes advantage of workday best practices... perform the following on an engagement: understand client business requirements, configure the workday solution, demonstrate the configurations through the development of prototype systems, and......
Passionate about client service excellence... ensure the client takes advantage of workday best practices... perform the following on an engagement: understand client business requirements, configure the workday solution, demonstrate the configurations through the development of prototype systems, and......
Passionate about client service excellence... ensure the client takes advantage of workday best practices... key responsibilities perform the following on an engagement understand client business requirements, configure the workday solution, demonstrate the configurations through the development of......
The client has established themselves across europe and has had success in other markets over the past few years... candidates with excellent commercial awareness, with demonstrable success in business development and account management... this is an exciting opportunity lead in the development of the......
We lead with respect and honesty: - we build trust through transparency... they have a dedicated in-house team of engineers, offering end-to-end software solutions and supporting client development staff augmentation... otros datos del puestosonatafy technology offers a great career opportunity to work......
We lead with respect and honesty: - we build trust through transparency... they have a dedicated in-house team of engineers, offering end-to-end software solutions and supporting client development staff augmentation... otros datos del puestosonatafy technology offers a great career opportunity to work......
