Client Success Specialist

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Enfusion Full time
About the Role

As a Client Success Specialist at Enfusion, you will be responsible for delivering exceptional client experiences and driving business growth. This role is a key part of our Client Success department, working closely with clients to understand their needs and provide tailored solutions.

Key Responsibilities
  • Client Onboarding: Ensure seamless onboarding experiences for new clients, including setting up their systems and providing comprehensive training.
  • Account Management: Build and maintain strong relationships with clients, understanding their goals and objectives, and providing regular check-ins to ensure their needs are being met.
  • Product Support: Collaborate with our product team to resolve client issues and provide expert guidance on our platform.
  • Business Development: Identify opportunities to expand client relationships and drive business growth through strategic partnerships and upselling/cross-selling.
  • Client Health Monitoring: Proactively monitor client health and develop remediation plans to ensure clients are successful in meeting their goals.
  • Communication: Maintain regular communication with clients, including quarterly meetings to obtain feedback on overall satisfaction.
Requirements
  • 5+ years of relevant industry experience, preferably in investment management or a related field.
  • Bachelor's degree in Finance, Accounting, Economics, Financial Math, or a related field.
  • Strong understanding of investment management workflows and operations.
  • Organized, motivated performer with excellent communication and interpersonal skills.
  • Ability to cultivate and foster strong relationships with key client stakeholders.
  • Capable of independently managing clients with effective written and verbal communication.
  • Strong collaboration and team building skillset.
  • Ability to manage competing priorities and competent in planning systematically.
  • Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions.

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