The Client Success Associate role provides client service and relationship management to our Australia based clients across the wealth management market
Job Summary
The Client Success Associate role provides client service and relationship management to our Australia based clients across the wealth management market.
As a product expert, you will provide client training and support to ensure clients understand how to get the best value from our data and research products.
We are committed to building a culture that values diverse skills, perspectives, and experiences.
Matching Summary
The Client Success Associate role provides client service and relationship management to our Australia based clients across the wealth management market.
Skills & Requirements
Must-have
Client service and relationship management
Product expert for data and research
Client training and support
Internal feedback coordination
Client experience management
Client renewal process
Nice-to-have
Proactive attitude and willingness to learn
Collaborative team environment
Professional and effective communication
Key Requirements
2-4 years industry experience
Financial services, technology, media, information service vendors, insurance, investment management or superannuation experience