Client Onboarding & Support Manager
FINTRX
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage ~24 customer onboardings per month for Core accounts in our downmarket segment.
- Understand new customer goals, and tailor your onboarding approach to your customers based on factors such as Asset Class, target investor profile, use case, project timelines, previous experience in fundraising, etc.
- Project manage the technical implementation with CRM systems (where applicable) and execute on account creation
- Ensure customers successfully accomplish onboarding milestones and exit the onboarding phase of the relationship within 30 days from FINTRX access date.
- Create and contribute to customer onboarding and enablement content
- Contribute to continuous improvement and refinement of the FINTRX Customer Onboarding Process
- Optimize the customer experience by providing customer coaching and training in live online engagements and in recorded sessions
- Engage with customers to triage and/or resolve inbound support requests through live chat, email, and phone
Requirements
- Experience in or strong working knowledge of the wealth management industry
- Must be able to learn and adapt to new systems and processes quickly
- Excellent written and verbal communication skills
- Attention to detail, documentation and organizational skills
- Ability to multitask and meet aggressive deadlines
- Strong teamwork and collaborative skills
- Candidate must be able to work EST business hours
Benefits
- Competitive annual salary
- Health Care Plan (Medical, Dental & Vision)
- 401k Retirement Savings Plan
- Unlimited Paid Time Off
- Remote work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communication skillsattention to detailorganizational skillsmultitaskingteamworkcollaborative skills