Customer Success Lead — Wealth Advisory

Moneybox; United States; Remote; USD 50,000 - 75,000; Full time

Job summary

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, and financial advice. They are a fast-growing company with a collaborative and inclusive culture.

You will be the lead contact for customers on their advice journey, listening, answering questions, building trust, collecting information, and driving growth of the advice service.

Responsibilities

• Lead contact for customers throughout their advice journey.
• Listen, answer questions, build trust, and collect needed information.
• Identify customer needs and articulate the value of advice.
• Manage customer relationships and provide implementation support.
• Support customer action by answering questions and ensuring good outcomes.

Job description

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, and financial advice. They are a fast-growing company with a collaborative and inclusive culture.

You will be the lead contact for customers on their advice journey, listening, answering questions, building trust, collecting information, and driving growth of the advice service.