Client Success Associate

Let’s be #BrilliantTogether

Overview

The Client Success Associate role provides client service and relationship management to our Australia based clients across the wealth management market. In this role you help will manage the post-sales onboarding, product training, client service, ongoing client engagement and development of client relationships to ensure maximum client renewal. 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. You will act as a coordinator for internal feedback and product enhancement to continue to identify new opportunities. Working closely with Account Management you will help manage the client experience and the client renewal process.

Responsibilities