Senior Customer Advocate handling customer inquiries and ensuring service excellence. Collaborating with teams and providing information about products and services.
About the role
- Client Advocate supporting clients using the Black Diamond Wealth Platform™ solution and building relationships for effective customer satisfaction. Working in a hybrid role to ensure client success.
Responsibilities
- Build and maintain strategic relationships with existing clients.
- Work directly with clients to help solve their problems and ensure their satisfaction.
- Collaborate with teammates to ensure customer questions and concerns are addressed timely.
- Undertake discovery and education activities to troubleshoot technology and financial issues.
- Educate and train clients on rapidly changing software systems.
- Pin point the root cause of problems, provide solutions, and own the relationship from start to finish .
Requirements
- Highly motivated with excellent communication and analytical skills.
- Proven work experience as a Customer Success Manager or similar role.
- Excellent communication skills, including presentations and written documents.
- Strong problem solver and work cross-functionally to deliver results.
- Quickly grasp new and complex topics and communicate them clearly.
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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