Hybrid Client Success Associate

at fundcraft

• Job title: Client Success Associate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Girona, Spain

About the role

• Client Success Associate responsible for managing client relations and platform access. Collaborating with internal teams to enhance client experience at fundcraft based in Girona, Spain.

Responsibilities

• Manage and guarantee secure and seamless platform access for external clients and internal team members.
• Coordinate and manage the client shared mailbox, ensuring all inquiries are addressed or delegated to appropriate teams within agreed response times.
• Regularly update and manage Slack channels and other internal communication tools to ensure alignment and efficient collaboration.
• Draft, prepare, and distribute client communications related to platform updates, new features, and other key announcements in a timely and professional manner.
• Maintain and update client data and information within the platform, ensuring records are accurate, comprehensive, and aligned with compliance requirements.
• Assist in the development, refinement, and documentation of client success processes, tools, and templates to enhance operational efficiency.
• Respond promptly and professionally to client inquiries and requests, escalating complex issues when necessary.
• Provide initial troubleshooting assistance to clients and coordinate with technical teams for advanced support needs.
• Work closely with team members and cross-functional units to align on goals and deliverables, fostering a cohesive and client-focused approach.
• Track, monitor, and ensure timely delivery of client commitments in line with established standards and agreements.
• Contribute to initiatives aimed at enhancing client satisfaction, including identifying areas for improvement and proposing actionable solutions.
• Support the ongoing training and mentorship of other junior team members, promoting a culture of growth and collaboration.
• Actively foster a supportive and productive work atmosphere, encouraging collaboration, innovation, and shared success.

Requirements

• Quickly learns and adapts to new software, systems, and processes.
• Demonstrates strong attention to detail, ensuring high accuracy in all tasks.
• Proactive, solution-oriented, and eager to take initiative in contributing to unit success.
• Strong problem-solving skills, efficiently addressing client needs while maintaining professionalism.
• Thrives in a collaborative environment, with a focus on achieving shared goals.
• Flexible and adaptable, capable of managing multiple tasks and meeting deadlines.

Benefits

• Join a culture that celebrates creativity and welcomes innovative, disruptive ideas, empowering you to make a real impact.
• Immerse yourself in a fast-paced, diverse workplace where you'll have the chance to collaborate and learn from specialists across various fields, fostering personal and professional growth.
• Embrace automation and seamless tech integration in your workflows, while our platform boosts operations through tech leverage, ensuring you stay ahead of the curve and updated with new technologies.
• Work in a comfortable, ergonomic environment within our spacious, modern offices where you can enjoy daily fresh fruit and coffee!
• Monthly afterworks organised by the company to unwind and strengthen team connections.