Client Success Manager (CSM)

Brooklyn Investment Group; New York (NY); On-site; USD 95,000 - 125,000; Full time

Job summary

An innovative firm is seeking a Client Success Manager to enhance client experiences on proprietary platforms. This role involves addressing client inquiries, facilitating onboarding, and gathering feedback to drive product improvements. Ideal candidates are organized, detail-oriented, and possess excellent communication skills. Join a dynamic team that leverages cutting-edge A.I. technology to deliver exceptional financial advisory services. If you are passionate about client success and eager to contribute to a growing company, this opportunity is perfect for you.

Qualifications

• Proven ability to manage multiple tasks in a fast-paced environment.
• Strong track record in building and maintaining client relationships.

Responsibilities

• Serve as the first point of contact for client inquiries and issues.
• Collaborate with internal teams to enhance client experience.
• Gather client feedback to inform product management decisions.

Skills

Organizational Skills

Communication Skills

Client Relationship Management

Attention to Detail

Problem Solving

Education

Bachelor’s Degree

Job description

Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the A.I. technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the world’s most powerful A.I. engines for customizing investment portfolios, and more than $5 billion has been traded on its portfolios created by A.I. to date.Our growing team comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates.

Opportunity

As a Client Success Manager (CSM), you’ll play a critical role in shaping the experience of Brooklyn clients on the company’s proprietary platforms. You’ll collaborate closely with our clients to prioritize and triage their requests, answer product-related questions, and work with both the Brooklyn team and our distribution partners on client-service related matters.As Brooklyn finds itself at a juncture of accelerating growth, this CSM role is an opportunity to ensure that each of our clients has a top-notch experience, and to proactively inform product management’s decision-making based on client feedback.

You will:

• Act as a first port of call for client questions, ensuring that all questions are addressed and any issues are resolved proactively and efficiently
• Liaise with other members of the Brooklyn team, and Brooklyn’s distribution partners, to address client questions
• Assist with the onboarding process for new clients, ensuring a smooth transition to Brooklyn’s platform
• Play a leadership role in client service process improvements and automation, as may be applicable
• Regularly and, at times, proactively interact or meet with existing, new, and potential clients to build strong relationships, in order to encourage continued client success
• Gather feedback from clients on products and services, providing insight and relaying the “voice of the client” to internal teams, including Sales & Marketing, Engineering, and Operations

The role is a fit if you:

• Are extremely organized, high energy, and able to balance many moving pieces at once in a fast-paced, dynamic environment
• Have deep attention to detail
• Exhibit excellent communication skills, both written and verbal
• Are independent and able to exercise sound judgment when making time-sensitive decisions
• Are a fast learner that’s adaptable and can grasp complex concepts quickly
• Have a track record of success building relationships (inside and / or outside of work)
• Bachelor’s Degree from a top 4-year university or college
• Interest in finance and / or asset management is a must
• Relevant CSM experience is a plus

$95,000 - $125,000 a year