Client Success Associate

FE fundinfo; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

25 days annual leave

Enhanced parental leave

Pension scheme

Sponsored learning and development

Private medical insurance

Discounted gym memberships

Bike to Work scheme

Eye care and flu jab services

Job summary

FE fundinfo is seeking a Client Success Associate in London to guide asset managers and distributors from first use to long-term partnership. You will own a portfolio of Data Mastering clients, helping them extract value from our products and shape how solutions evolve.

This role blends relationship-building with product strategy, requiring clear communication, proactive problem-solving, and the ability to work across teams in a hybrid London environment.

Qualifications

• Around one year of experience in a client-facing role, ideally in B2B client success, account management or relationship management.
• Ability to build trust and rapport with stakeholders across all levels of a client organisation.
• Confident using Salesforce, the Microsoft Office Suite including Excel, and comfortable applying AI tools to improve productivity.
• Strong communication and presentation skills to convey complex propositions clearly and professionally.
• Resilient, analytical, and equally comfortable working independently and as part of a collaborative team.

Responsibilities

• Guiding new Data Mastering clients through their transition from sales prospect to active, confident product user.
• Building and maintaining close, long-term relationships across a portfolio of asset management and distribution clients.
• Proactively identifying opportunities to help clients get more value from our Data Mastering products and services.
• Monitoring client product usage and engagement to ensure clients are consistently benefiting from our solutions.
• Keeping current with our portfolio and clients' evolving business needs to make timely, relevant recommendations.
• Coordinating with internal teams across product, operations, and data strategy to connect client requirements with our development roadmap.

Skills

Client-facing experience

Salesforce

Excel

AI tools

Communication skills

Independent and collaborative

Tools

Salesforce

Microsoft Office

AI tooling

Job description

Step into a relationship-first role where your work directly shapes how asset managers and distributors connect with the data they need to succeed.

As a Client Success Associate at FE fundinfo, you will own a portfolio of clients using our Data Mastering products, guiding them from their earliest steps as new users through to becoming confident, long-term partners. This is a role where your instinct for building trust and your understanding of the fund industry translate into real impact — for your clients and for the business. You will have the opportunity to work at the intersection of client relationships and product strategy, representing client voices internally and helping shape how our solutions evolve.

Your key responsibilities as a Client Success Associate will include:

• Guiding new Data Mastering clients through their transition from sales prospect to active, confident product user.
• Building and maintaining close, long-term relationships across a portfolio of asset management and distribution clients.
• Proactively identifying opportunities to help clients get more value from our Data Mastering products and services.
• Monitoring client product usage and engagement to ensure clients are consistently benefiting from our solutions.
• Keeping current with our portfolio and clients' evolving business needs to make timely, relevant recommendations.
• Coordinating with internal teams across product, operations, and data strategy to connect client requirements with our development roadmap.

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

• Around one year of experience in a client-facing role, ideally in B2B client success, account management or relationship management.
• You have demonstrated the ability to build trust and rapport with stakeholders across all levels of a client organisation.
• You are confident using Salesforce, the Microsoft Office Suite including Excel, and are comfortable applying AI tools to improve your productivity.
• You have strong communication and presentation skills, able to convey complex propositions with clarity and professionalism.
• You are resilient, analytical, and equally comfortable working independently and as part of a collaborative team.

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data-driven insights, making the industry Navigate Complexity with Confidence!

At FE fundinfo, we believe that great work happens when people feel supported, connected, and inspired to grow. Our London team works on a hybrid basis, giving you the flexibility to balance focused independent work with meaningful in-person collaboration. We invest in your development through sponsored learning and formal qualifications, and we foster a culture where curiosity, teamwork, and a positive attitude are genuinely valued. You will join a diverse and highly skilled Client Success team that takes pride in doing right by clients and by each other.

Benefits:

• 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.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters.
• 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.