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Client Success Manager - FinTech

Round Pegs Recruitment
Job LocationLondon
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A fintech business that services the investment and wealth management industry is seeking a CRM/CSM to join their growing team.The Client Success Manager will interface directly with manager research teams to get them started and continue to request and review fund due diligence information. Will provide orientation to new users of the platform, demonstrate functionality, provideguidance on best practice and gather feedback to provide input for continuous improvement of the platform. This is a client-facing role - the majority of interaction will be via phone/video but some travel to client offices may be required both in the UK andabroad.Responsibilities & Duties:

  • Help grow and retain the community of manager research team users
  • Analyse RFP, DDQ and fund data to optimise implementation for varying fund investors
  • Collaborate within our global client-facing team ensuring a great experience for fund investor clients
  • Manage and foster relationships
  • Execute a strategy to grow adoption of us across the UCITS and ETF Platforms
  • Work with tech and client teams to creatively solve problems that arise from users
  • Implement an ongoing communications plan for manager research teams
The role requires:
  • Minimum of 2 years of related experience
  • Strong project management skills - ability to translate client requirements into tangible actions, building clear plans and charting progress of clients
  • Excellent communication and interpersonal skills - confident in building lasting relationships with internal and external stakeholders, liaising with all levels of authority, navigating cultural and user case differences
  • Strong negotiation skills to influence and persuade clients to achieve best results and retain their service
  • Self-starting and motivated to improve processes for both the clients and internally, challenging the status quo
  • Problem-solver with a pragmatic attitude to identify clear routes and processes to yield results
  • Humble, team player that is flexible to support colleagues and work on other initiatives to help drive our strategic goals
  • Working knowledge of the asset/wealth management due diligence lifecycle
  • Experience at an asset manager in RFP/information fulfillment including working knowledge of RFP software
  • Knowledge/experience of fund research

Keyskills :
CommunicationsCRMInterpersonal SkillsProject ManagementWealth Management

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