Director of Customer Engagement at Johnson & Johnson driving strategy for surgical technologies and solutions. Lead customer engagement for impactful healthcare innovations in the international market.
About the role
- Client Success Associate at Ascend Interplay supporting family office member services and client needs. Collaborating with internal teams and delivering tailored solutions in financial services.
Responsibilities
- Support the member services team in coverage of family principals, bridging internal teams, vendors, and custodians to foster an unparalleled, high-touch experience that anticipates and exceeds client expectations.
- Assist in driving solutions for member families, across recurring agenda items and special projects.
- Research and formulate applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.
- Collaborate with investment team on customized asset allocation and cash management plans, from formulation to execution.
- Help track investment progress and performance for both internal and external reporting purposes.
- Assist in the onboarding of new families and expanding client service offering.
- Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.
Requirements
- 3+ years of proven experience in client success, client service, or a similar role
- A strong understanding of financial markets, investments, and financial planning.
- High emotional intelligence (EQ) is essential.
- High degree of familiarity with client relationship management and customer service best practices.
- Excellent communication and presentation skills.
Benefits
- Offers Bonus
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