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Senior Client Success Manager - Asset Management

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Join Our Team as a Senior Client Success Manager! Build strategic relationships and drive success for key Asset Management clients!

As a Senior Client Success Manager at FE fundinfo, you will have the opportunity to work with a diverse range of Asset Management clients, helping them achieve their goals through our innovative products and services. You will be part of a passionate team that values growth, collaboration, and excellence. This role offers you the chance to mentor team members, lead projects, and make a significant impact on client satisfaction and retention.

The successful candidate will ideally work from the Woking office once a week (every Wednesday), but candidates based in London with occasional travel to Woking are also welcome.

Your key responsibilities as a Senior Client Success Manager will include:

Building strategic relationships with assigned customers to achieve trusted partner status and enable successful outcomes from FE fundinfo’s products, solutions, and services.

Guiding customers as they transition from onboarding phase to active users, ensuring they understand and maximize use of our innovative products and services.

Maintaining regular contact to check on client needs, providing training, and addressing concerns that might impact retention or cross-sell opportunities.

Exceptional ability to focus on customer loyalty and develop toward long-term relationships.

Reviewing escalated cases to ensure quick resolution and sharing customer feedback with internal departments to identify solutions.

Working in conjunction with the Team Lead in coaching and mentoring team members to create positive outcomes in challenging situations

You will need the following experience and skills to join us as a Senior Client Success Manager:

You must have experience in a client-facing role (preferable CSM, Client Support, Account Management) ideally within Asset Management, or the financial services industry

You should have a customer-centric approach, understanding and prioritizing the needs of the customer.

You will have exceptional stakeholder management skills, including experience with C-level executives both internally and externally.

You must possess excellent communication skills, capable of influencing and presenting to small and large audiences.

You should be able to understand and interpret client/business data in a clear and commercial manner.

FE fundinfo is a leading investment management technology and data company connecting asset managers to distributors in the UK, Europe, and Asia Pacific. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed.

At FE fundinfo, we foster a collaborative and inclusive culture. We offer flexible hours, hybrid work options, and regular team events. Our commitment to learning and development ensures that you will have ample opportunities to grow your career.

We offer a comprehensive benefits package, including:

25 days of annual leave with the option to buy an extra 5 days each year.
Benefit from enhanced paternity, maternity, and shared parental leave.
Private medical insurance to ensure your health is looked after,
Secure your future with our pension scheme.
Advance your career with sponsored learning and development, including formal qualifications.
Comprehensive health coverage to keep you and your family protected.
Stay fit with discounted gym memberships.
Take advantage of the Bike to Work scheme for eco-friendly commuting.
Keep your eyes sharp with eye care and flu jab services.

In addition, you will have the opportunity to work for a company that values Trust, Connectivity and Innovation. In line with our core values, you can also expect the following:

Full LinkedIn Learning access
A sustainable business that cares for the environment and our communities
Opportunities to give back to local communities through volunteer days
Becoming a part of Charity Challenges for raising money for charities selected by employees
Options to join and lead diversity and inclusion initiatives

Apply today via the link below for immediate consideration and we will endeavour to get back to you within 5 working days. Visit our Glassdoor profile or fefundinfo.com to find out more about life @ FE fundinfo!

What You Should Know About Senior Client Success Manager - Asset Management, FE fundinfo

Join Our Team as a Senior Client Success Manager at FE fundinfo! In this exciting role, you will have the chance to build strategic relationships and drive successful outcomes for our key Asset Management clients. As part of a diverse and passionate team, you'll work closely with various clients, guiding them to maximize the benefits of our innovative products and services. Your expertise will help bridge the gap between onboarding and active user status, ensuring clients are fully engaged and satisfied. Not only will you maintain regular contact with clients to address their needs, but you’ll also be pivotal in mentoring team members and resolving escalated cases to enhance overall client satisfaction. Ideal candidates will have a customer-centric approach, drawing from their experience in client-facing roles within Asset Management or the financial services industry. This position offers a blend of hybrid working options, ensuring a great work-life balance while demanding exceptional stakeholder management skills. With fantastic benefits such as 25 days of annual leave plus the opportunity to purchase additional days, comprehensive health coverage, and sponsored learning and development programs, FE fundinfo truly values its employees. Join us and be part of a company dedicated to innovation, trust, connectivity, and making a real impact in the world of finance. We can't wait to see how you will make a difference at FE fundinfo!

Frequently Asked Questions (FAQs) for Senior Client Success Manager - Asset Management Role at FE fundinfo

What are the key responsibilities of a Senior Client Success Manager at FE fundinfo?

As a Senior Client Success Manager at FE fundinfo, your primary responsibilities will include building strategic relationships with clients, guiding them through the onboarding process, ensuring they effectively use our products, and maintaining communications to address needs and concerns. You will also mentor team members and help resolve any escalated client issues, all while focusing on enhancing customer loyalty and long-term relationships.