Client Success Coordinator - Managed Accounts
About The Position
We're looking for a motivated Client Success Coordinator to play a critical role in helping our clients and partners get the most out of our Managed Account platform. From the moment an agreement is signed, you'll be the point person who brings everything together-coordinating across RIAs, custodians, asset managers, and internal teams to ensure a smooth onboarding experience and long-term success. This is a great opportunity for someone who thrives on building relationships, loves solving problems, and wants to grow a career in client success within the fast-evolving world of wealth management and managed accounts.
Requirements
- Client onboarding experience: Familiarity with RIA structures, custodial platforms, and/or asset manager workflows
- Project management skills: Ability to manage multiple onboarding processes at once, ensuring timely and accurate execution
- Strong communicator: Excellent verbal and written communication skills for both client-facing and cross-team collaboration
- Problem solver: Organized, detail-oriented, and proactive in finding solutions to keep clients moving forward
- Team player: Collaborative approach with a focus on building trust with clients, partners, and colleagues
- Experience: 3-5 years in client success, operations, or onboarding role in financial services (RIA/TAMP/asset management experience a plus)
Nice To Haves
- RIA/TAMP/asset management experience a plus
Responsibilities
- Own the onboarding process-helping RIAs, custodians, and third-party asset managers launch successfully on our Managed Account platform
- Coordinate with internal teams (trading operations, billing, portfolio management) to make sure all moving pieces line up for a seamless client experience
- Establish and maintain clear lines of communication between RIAs, custodial partners, and asset managers
- Manage early-stage client interactions, from documentation through first billing, to ensure quick and efficient revenue recognition
- Serve as the ongoing point of contact for clients on non-investment needs and for asset managers on ongoing relationship support
- Provide proactive updates, guidance, and issue resolution to keep clients and partners informed and confident
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
- Tuition and professional development reimbursement plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Computer and Electronic Product Manufacturing
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
