Do you have prior experience in financial services? Are you an expert at building relationships?
Our client, an embedded investment platform based in Bath, is on the lookout for a Customer Success Executive to join their team.
Your responsibilities:
- Help new clients get to grips with the company's technology
- Support existing clients with exceptional ongoing service
- Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries
- Help identify recurring issues and feature requests and monitoring trends in response time, volumeof queries etc.
- Suggest process improvements where relevant
Your experience:
- Have experience and knowledge of the advice and/or fintech market
- Are a people person with strong and confident communication skills
- Have knowledge and curiosity of how technology can transform the investing experience for the better?
- Are an expert in building relationships and have an ability to deal with complex queries
If this sounds like you, apply today!