Elevate your career as a Customer Success Account Manager. Leverage your expertise in financial services and exceptional communication skills to support clients throughout their journey in North America.
This role seeks a passionate Account Manager with more than 5 years in financial services, particularly with brokers or banks. Your problem-solving mindset will help address client needs effectively. Engage with high-profile customers while managing product campaigns and maintaining CRM records for optimal service delivery.
Key Responsibilities:
• Engage regularly with North American clients
• On-board clients and ensure journey success
• Develop effective product campaigns and solutions
• Maintain accurate client records in our systems
• Handle client inquiries and escalate accordingly
Requirements:
• 5+ years of financial services experience
• Relevant higher education is required
• Exceptional written and verbal communication
• Keen detail orienta...