Customer Success Manager
INSIDEA
Client Success Manager
moomoo
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇳🇿 New Zealand
Visit company websiteJob Level
Mid-LevelSenior
About the role
- **Key Responsibilities**
- Identify potential client acquisition opportunities and build relationships with industry partners and channels.**
- Develop and implement strategies to monitor client portfolios and identify upsell opportunities.**
- Achieve defined KPIs related to client growth and product adoption.
- Serve as the primary contact for moomoo ANZ’s priority clients in Auckland, maintaining strong, long-term relationships through regular engagement.**
- Proactively address client needs, concerns, and feedback to ensure high satisfaction and retention.**
- Resolve client issues efficiently, providing timely and professional support.**
- Conduct client training sessions to help users maximize the value of moomoo’s products and services.
- Conduct regular business reviews to assess performance, identify challenges, and explore growth opportunities.**
- Represent the client’s voice internally by sharing feedback and insights to enhance product development and customer experience.**
- Collaborate with operations, trading desks, and marketing teams to ensure seamless service delivery.
Requirements
- **Your Skills & Experience**
- Tertiary qualification in Business, Commerce, Finance, or a related discipline.**
- 5+ years of experience in sales and relationship management within asset management, financial planning, or similar sectors.**
- Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels.**
- Excellent problem-solving and conflict-resolution abilities.**
- Proven capacity to manage multiple accounts and priorities in a fast-paced environment.**
- Self-motivated with a results-oriented mindset focused on client success and business outcomes.**
- Demonstrated experience working collaboratively in a team environment.**
- Proven ability to manage high-net-worth clients and professional relationships effectively.**
- Familiarity with share investing or superannuation is an advantage.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client acquisitionportfolio managementKPI achievementclient trainingbusiness reviewsproblem-solvingconflict resolutionrelationship managementaccount managementshare investing
Soft skills
interpersonal skillscommunication skillstrust buildingrapport buildingself-motivationresults-oriented mindsetcollaborationclient success focusprofessional relationship managementadaptability
Certifications
tertiary qualification in Businesstertiary qualification in Commercetertiary qualification in Finance