Do you have prior experience in financial services? Are you an expert at building relationships?

Our client, an embedded investment platform based in Bath, is on the lookout for a Customer Success Executive to join their team.

Your responsibilities:
* Help new clients get to grips with the company’s technology
* Support existing clients with exceptional ongoing service
* Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries
* Help identify recurring issues and feature requests and monitoring trends in response time, volumeof queries etc.
* Suggest process improvements where relevant
Your experience:
* Have experience and knowledge of the advice and/or fintech market
* Are a people person with strong and confident communication skills
* Have knowledge and curiosity of how technology can transform the investing experience for the better?
* Are an expert in building relationships and have an ability to deal with complex queries
If this sounds like you, apply today!