Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
About the role
- Client Success Manager at BetaNXT maintaining relationships with key clients and ensuring satisfaction. Handling proxy events and collaborating with sales for client success in a hybrid role.
Responsibilities
- Maintain long‑term relationships with key clients.
- Handle client issues and complaints and escalate effectively.
- Collaborate with sales and client success teams to ensure client success.
- Represent BetaNXT at industry conferences and events.
- Serve as client ambassador to ensure successful client proxy events.
- Work with directors, C-level, and investor relations teams to coordinate, plan, and execute virtual and in-person shareholder meetings.
- Communicate daily with tabulation, print progress, and key information related to events.
- Serve as producer and inspector of elections for annual and special meetings.
Requirements
- 5+ years of experience as a Client Success Manager or Customer Service Rep, ideally in the financial services, wealth management, or fintech space.
- Proficiency with CRM software and account management tools.
- Ability to work in a collaborative team environment.
- Excellent communication and interpersonal skills.
- Proven negotiation and problem‑solving abilities.
- Ability to manage multiple priorities and meet deadlines.
- Willingness to travel as needed.
- Bachelor’s degree in Business Administration, Sales, or related field.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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