Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
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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