Client Success Manager

TIAA

Client Success Manager overseeing onboarding and support for clients in financial services. Collaborating with cross-functional teams to enhance service delivery and client experience across Brooklyn’s products.

Posted 5/5/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $76,300 - $96,000 per yearWebsite

About the role

Key responsibilities & impact

Support and manage the onboarding process for new clients, ensuring a smooth transition onto Brooklyn’s platform
Coordinate with internal teams and distribution partners to address client needs and deliver a high-quality service experience
Serve as the primary point of contact for client inquiries, ensuring timely and effective resolution of questions and issues
Triage and prioritize client requests across multiple stakeholders in a fast-paced environment
Build and maintain strong relationships with existing, new, and prospective clients to support long-term engagement and success
Regularly interact with clients through meetings and communications to reinforce trust and platform adoption
Partner with Sales & Marketing, Engineering, and Operations teams to resolve client issues and enhance service delivery
Act as a liaison between clients and internal teams, ensuring alignment and clear communication
Identify opportunities to enhance client service workflows, including automation and process optimization
Gather and synthesize client feedback, serving as the “voice of the client” across the organization
Provide actionable insights to inform product development and strategic decision-making

Requirements

What you’ll need

2+ years experience working in financial services, asset management, or fintech
Strong organizational skills with the ability to manage multiple priorities in a dynamic environment
Excellent written and verbal communication skills
Bachelor’s degree from a top 4-year university or college (preferred)
Prior experience in a Client Success Manager or client-facing role (preferred)
3+ years experience working in financial services, asset management, or fintech (preferred)
Familiarity with portfolio management platforms or investment-related products (preferred)
Experience contributing to process improvement or operational enhancements (preferred)
High attention to detail and ability to execute with precision (preferred)
Ability to work independently and exercise sound judgment in time-sensitive situations (preferred)
Demonstrated ability to build and maintain strong relationships (preferred)
Interest in finance and/or asset management (preferred)
Quick learning style with the ability to grasp complex concepts and adapt rapidly (preferred)

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client onboardingprocess optimizationportfolio managementinvestment-related productsprocess improvementoperational enhancements

Soft Skills

organizational skillscommunication skillsrelationship buildingattention to detailindependent workjudgmentadaptabilityclient advocacy

Certifications

Bachelor’s degree