Remote Wealth Client Success Manager

CFRA Research; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Sick Days

PTO

Holiday Pay

Health, Dental, Vision Insurance

Life & Disability Insurance

Competitive Pay

Performance Bonus

Pension

Job summary

CFRA Research is seeking a Client Success Manager for the Wealth Business Unit. The role is primarily remote with in-person meetings in Central London up to 2 days a week.

You will manage wealth accounts, drive product adoption, and collaborate with cross-functional teams to tailor CFRA content and services to client needs. Ideal candidates have 2+ years in client success or account management, with preferred experience in wealth management and research environments, and strong CRM skills

Qualifications

• 2+ years of experience in Customer Success, Account Management, or a related customer-facing role.
• Experience servicing Wealth Management accounts is highly preferred.
• Experience in a Research environment is highly preferred.
• Hands-on CRM tools experience, preferably Salesforce.

Responsibilities

• Manage wealth management accounts within a designated book.
• Develop deep understanding of client objectives, needs, and working styles.
• Drive adoption of products and services for clients.
• Monitor usage data to identify inactive users and opportunities.
• Maintain accurate user lists reflecting active clients.
• Seek growth opportunities, including user adds within existing accounts.
• Serve as product expert for services in the client base.
• Conduct product training for clients.
• Assist with inbound product and research inquiries.
• Collaborate with Product to feed client feedback into roadmaps.
• Collaborate with Marketing on campaigns within existing accounts.

Skills

Customer Success

Account Management

Communication

Interpersonal skills

Problem-solving

Tools

Salesforce

Job description

CFRA Research is seeking a Client Success Manager for the Wealth Business Unit. The role is primarily remote with in-person meetings in Central London up to 2 days a week.

You will manage wealth accounts, drive product adoption, and collaborate with cross-functional teams to tailor CFRA content and services to client needs. Ideal candidates have 2+ years in client success or account management, with preferred experience in wealth management and research environments, and strong CRM skills