Client Success Executive
vor 4 Wochen
Permanent
- Frankfurt,
**Ref**: 33638
Our client is the digital advisory arm of a global investment management house. It is an innovative, digital-first start-up that focusses on delivering technology solutions, instead of traditional investment products. They are now seeking a **Client Success Executive** to join their growing Client & Sales team in** Frankfurt **on a permanent basis.
The successful **Client Success Executive** will take responsibility for the following duties:
- Providing excellent client service including handling client queries and issue resolution
- Partner with the sales team to meet and exceed sales goals
- Be the first point of contact client queries and incoming calls
- Act as a team to provide full territory coverage and continuous, consistent service
- Anticipate future customer needs and seek out opportunities to address them before issues arise
- Dealing with clients (both in person & virtually) in a friendly manner
- Provide pre and post meeting/event support including set-up and meeting coordination (materials, event space, post-event follow-up, etc).
- Drive cross-functional collaboration on service-related efforts
- Utilise company CRM database to effectively manage client activity
The successful **Client Success Executive** will meet the following criteria:
- 2+ years experience within investment management
- Excellent German language (verbal & written)
- Holds a bachelor’s degree or equivalent
- Experience in a role where there has been the need to provide outstanding client experience, such as a role in sales support or client service
- Understanding of the financial industry, it’s key players as well as current trends, particularly in digital wealth;
- Tech-savvy
- Comfortable engaging with clients and prospects in all phases of the sales and relationship management process
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