CRM - Manager responsible for strategic and operational oversight of Salesforce at Naue Group. Focused on process optimization and training across international locations.
About the role
- Client Success Director at Ascend Interplay managing high-touch client interactions and financial strategies. Collaborating with teams to ensure compliance and drive business development efforts.
Responsibilities
- Serve as primary and/or secondary point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
- Prepare for and conduct weekly meetings with member families; take ownership and drive forward ad-hoc projects for families.
- Advise families on 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.
- Monitor portfolio investment progress and performance, and coordinate with operations team in reporting process and delivery to families.
- Contribute to our business development efforts, including 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
- 7+ 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) and extroverted social skills are essential.
- High degree of familiarity with client relationship management and customer service best practices.
- Excellent communication, negotiation, and presentation skills.
Benefits
- None specified
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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