Customer Success Manager, Wealth and Asset Management

1 month ago

Hong Kong, Hong Kong SAR China London Stock Exchange Full time
Role summary

As a Customer Success Manager (CSM), you will help LSEG's existing customers make the best use of our products and data. You will build the conditions for contract renewals, thus allowing LSEG to retain and grow its market share & revenue. The role combines relationship management, customer education, and deep functional expertise.

We are hiring an Associate Customer Success Manager with specialism in Asset Management, Wealth Management and/or Investment Banking. The successful candidate will participate in an immersive on-boarding program to learn the Customer Success role and the respective specialized product lines, before being assigned a book of business.

What you'll do
  • Partner with clients to define what success means for them, then help them make use of LSEG products and data to achieve their targets
  • Act as a go-to person and provide subject matter expertise to clients in your portfolio
  • Educate customers on how to use our products, content, and technologies in a manner that is tailored to their specific needs
  • Monitor usage, health gauges and competitive landscape to craft a client retention strategy
  • Build and maintain positive relationships with decision makers at each of your customers
  • Bring in client intelligence and feedback
  • Work together with other teams at LSEG, such as Account Managers or Product Development, to ensure we are addressing our customers' needs
  • Find cross-sell and up-sell opportunities and connect with Sales team
  • Lead routine projects, such a product upgrades or new content introductions
How the success is measured
  • Adoption and usage of LSEG Solutions
  • Customer satisfaction
  • Risk and issue mitigation
  • Revenue retention and growth
Qualifications and skills
  • An emerging candidate with a bachelor's degree or equivalent experience. Background in finance, economics, accounting, or computer engineering background is helpful
  • 1-6 years of work experience in financial services industry. Experience in wealth management, asset management, banking or other financial advisory roles is a plus
  • With a passion for building client relationships
  • Interested in the financial markets, and Customer Success subject area
  • Collaborative, effective communicator, and a customer-first attitude
  • Experience facilitating customer meetings and addressing an audience in a concise, inspirational and convincing manner. Ability to articulate value in front of clients
  • Strong project management, technical and problem-solving skills
  • Skilled in Microsoft Office applications
  • Knowledge of - or willingness to learn -APIs and Python programming language
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained, your rights and how to contact us as a data subject .

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

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