Client Success Manager

FE fundinfo

Client Success Manager enhancing relationships for asset managers and distributors. Driving customer success through a strong focus on client satisfaction and innovative product utilization.

Posted 6/10/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Accompanying our customers as they transition from sales prospects to active users of our products.
Focusing on customer loyalty and building close long-term relationships.
Proactively looking out for our customers’ business, suggesting new and innovative ways to keep them succeeding with our products.
Keeping up to date with our range of products and our customers’ business needs to make relevant suggestions and recommendations.
Monitoring and ensuring our customers consistently use our products and services to get the most value out of them.
Coordinating with internal teams to connect our customers’ needs with our products and services development strategy.

Requirements

What you’ll need

You will ideally have a background in the fund industry, preferably within the asset management, wealth, or advisory sectors, and/or experience in B2B customer success or client relationship management
Having a product or tech background will be considered (experience as a BA or in a product-focused role is a plus)
You should have the ability to influence, negotiate, and persuade.
You must possess strong relationship-building skills.
You must be resilient and able to navigate challenges effectively.
You must have strong analytical skills and a good level of proficiency in Excel (part of the MS Office suite).

Benefits

Comp & perks

25 days of annual leave with the option to buy an extra 5 days each year.
Benefit from enhanced paternity, maternity, and shared parental leave.
Private medical insurance to ensure your health is looked after
Secure your future with our pension scheme.
Advance your career with sponsored learning and development, including formal qualifications.
Comprehensive health coverage to keep you and your family protected.
Stay fit with discounted gym memberships.
Take advantage of the Bike to Work scheme for eco-friendly commuting.
Keep your eyes sharp with eye care and flu jab services.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

ExcelB2B customer successclient relationship managementbusiness analysisproduct management

Soft Skills

relationship-buildinginfluencenegotiationpersuasionresilienceanalytical skills