Client Success Manager

March 19

Apply Now

Receive Emails with Similar Jobs

CFRA Research

WebsiteLinkedInAll Job Openings

CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research

51 - 200 employees

Founded 1994

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Private Equity Round on 2023-01

📋 Description

A Client Success Manager plays a critical role in servicing Wealth Management accounts that are key to the future success of the company. In this role you will work alongside the Senior Vice President, Account Manager to execute on customized client engagement strategies to ensure our Wealth clients are deriving the maximum value from CFRA's services.

🎯 Requirements

1-2 years of experience in Customer Success, Account Management, or a related customer-facing role Previous experience servicing Wealth Management accounts is highly preferred Previous experience in a Research environment is highly preferred Hands-on experience with CRM tools (preferably Salesforce) Collaborative work ethic and a goal driven individual Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams A customer-centric mindset with a passion for helping clients succeed Ability to prioritize tasks and manage multiple client requests Strong problem-solving skills and a proactive approach to addressing client challenges.

🏖️ Benefits

20 days of Vacation 8 Sick Days 1 paid volunteer day 10-11 Holidays a year Health, Dental, & Vision Insurance Company paid Life & Disability Insurance Competitive Pay Annual Performance Bonus 401K Match