Client Success Lead

hace 2 meses

Guadalajara, México Necodex A tiempo completo

**Vacante para la empresa Necodex en Remoto En Mexico -Guadalajara, Jalisco**:
**Client Success Lead**

We're recruiting an experienced Client Success Lead to support the client service team. The Client Success Lead is a finance and client service master that translates portfolio complexity into fully realized instances within the company. You'll manage client relationships, decrypt Patron portfolios during onboarding and act as a rosetta stone between Patrons, Product Owners, Designers, and Developers.

**Our Mission**:
We aim to simplify wealth and unlock unprecedented access for all investors. We pride ourselves on building idiomatic native experiences and investing in pixel perfection. We believe culture is the one thing you can't over-index. We accept humans are poor substitutes for robots - we also understand humans are not resources.

**Our Core Values**:
We have four core values that we believe make the ideal teammate:

- _
Be Humble._
- _ Be Humane._
- _ Be Hungry._
- _ Be Holistic._

**Qualifications**:

- 4+ years of direct client service experience in wealth management, a family office or similar
- Client-focused, highly organized and detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere
- Strong analytical and communication skills (both written and verbal) and an ability to build lasting relationships
- Deep understanding of financial acumen
- Demonstrated ability to work effectively with leadership and colleagues
- Capable of exercising judgment and maintaining strict confidentiality
- Proven record of being reliable, prepared, responsive and eager to learn
- Experience with Microsoft Office and Google Suite

**Responsibilities**:

- Work directly with our clients throughout their onboarding and customer journey.
- Be the quarterback of their relationship with the company
- tracking onboarding progress, follow up, meetings and outstanding requests
- Understand the clients financial picture and data structure to ensure data accuracy
- Collaborate with client services, designers, developers and business stakeholders to ensure consistent communication loop on client feedback and feature requests
- Support and validate data issues alongside machine learning systems
- Look for opportunities to improve processes and tooling
- Maintain and optimize operational workflows
- Participate in new product launches, and become a product expert

**Nível de educación deseada**:
Superior - titulado

**Nível de experiência deseada**:
Nível Medio

**Función departamental**:
Atención al cliente

**Industria**:
Servicios Financieros

**Habilidades**:

- Client Success
- English
- Onboarding
- Family Office
- Wealth Management

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