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Graduate Customer Success Manager, Fintech
Wealth DynamixGraduate Customer Success Manager at Wealth Dynamix, supporting client onboarding and implementation. Develop software solution expertise while contributing to digital transformation in wealth management.
About the role
Key responsibilities & impact- Support the onboarding of new clients
- Develop a deep understanding of Wealth Dynamix software solutions
- Assist with setting up trial platforms for new prospects and clients
- Liaise with trainers to support client training sessions
- Maintain the Client Success platform by contributing to the creation of new knowledge base articles
Requirements
What you’ll need- Interest in FinTech/Wealth Management
- Stakeholder Management
- Naturally curious with a strong desire to ask questions
- Team-oriented
- Excellent communication skills
- Understanding of tools and methodologies used in an agile software delivery process
- Proactive approach to self-learning
Benefits
Comp & perks- Excellent career progression available
- Investment into new and existing employee learning and development
- Exposure to multiple complex client needs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Wealth Dynamix softwareagile software delivery
Soft Skills
stakeholder managementcuriosityteam-orientedcommunicationproactive learning