On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
About the role
- Index Client Services Manager managing customer retention, adoption, and satisfaction across the Americas region with a focus on client experience. Collaborating with teams to enhance onboar...
Responsibilities
- Manage, coach, and mentor a team of Index Client Services Analysts
- Develop and implement customer success strategies, processes, and best practices to enhance customer experience
- Collaborate with cross-functional teams (including Sales, Operations, Product, etc) to ensure seamless customer onboarding, ongoing support, and incident management
- Monitor and analyze customer health metrics to identify areas for improvement and proactively address potential issues
- Identify opportunities for upselling and cross-selling by understanding customer needs and pain points
- Represent the voice of the customer within the organization, advocating for their needs and providing feedback to drive product enhancements
- Manage resources and priorities to meet operational needs and take accountability for performance
- Support design, development, testing, and deployment of new functionality, as needed
- Maintain customer tear sheets and engage internally with business stakeholders
- Work directly with the Head of Client Services and Client Experience on special projects and initiatives
Requirements
- Bachelor’s degree, preferably in Business, Economics, Finance, or related field
- An understanding of financial products, Indexes and ETFs
- At least 5 years of experience working in the financial services industry
- Experience in a customer success or account management leadership role
- Ability to lead and motivate teams, fostering a collaborative and customer-centric culture
- Excellent communication and interpersonal skills, with the ability to build relationships at all levels
- Experience leading a Client Services team
- Knowledge and understanding of equity indices and financial data
- High proficiency with Microsoft Office (Excel, Word, PowerPoint) and Salesforce or related tool
- Proficiency with Jira, Sharepoint, Confluence, Jira, or related tools
- Knowledge of and experience deploying customer success best practices, methodologies, and tools
- Strong problem-solving, analytical, and decision-making skills
- Proficiency in data analysis and reporting, with the ability to derive insights from customer data
- Proficiency with data visualization tools (PowerBI, Tableau, etc)
Benefits
- Competitive rewards package
- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- Company paid life and disability plans
- Generous paid time off
- Comprehensive medical, dental and vision coverage
- Health spending account with employer contribution
- Paid flex days to support mental wellbeing
- Gym membership discounts
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training and Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
Client Service Administrator at HearingLife Canada serving as the first contact for clients. Managing appointments and providing administrative support to boost customer satisfaction.
Senior Administrator responsible for client inquiries and service excellence at Sun Life. Managing a block of business administration and ensuring timely processing per service level standards.
Associate role in Client Service analyzing brand performance for clients at Kantar. Responsible for project management and client communications to enhance client satisfaction and business growth.
Client Service Representative at American Animal Hospital managing client interactions at the front desk. Must have veterinary or medical experience and strong interpersonal skills.
Client Care Specialist responsible for customer service and client care at a pet aftercare provider. Interacting with clients to deliver quality service and assist with inquiries.
Tax Manager in Aprio's Tax team, maximizing client opportunities and ensuring team excellence at a top CPA firm.
Offsite Phlebotomy Specialist for Guardant Health coordinating patient phlebotomy orders remotely. Collaborating with vendors and internal teams to maintain effective service and documentation.
Client Services Coordinator in Rural Accountancy Team managing client communication and compliance processes. Supporting detailed information flow and maintaining high service standards.