Client Success Manager

TIAA•New York, NY

1d•Onsite

About The Position

We are seeking a Client Success Manager to play a critical role in shaping the client experience across Brooklyn’s tax-advantaged products. This individual will serve as a key point of contact for clients, ensuring seamless onboarding, proactive issue resolution, and continuous feedback loops into product and operational decision-making.

Requirements

2+ years experience working in financial services, asset management, or fintech
Strong organizational skills with the ability to manage multiple priorities in a dynamic environment
Excellent written and verbal communication skill

Nice To Haves

Bachelor’s degree from a top 4-year university or college
Prior experience in a Client Success Manager or client-facing role
3+ years experience working in financial services, asset management, or fintech
Familiarity with portfolio management platforms or investment-related products
Experience contributing to process improvement or operational enhancements
High attention to detail and ability to execute with precision
Ability to work independently and exercise sound judgment in time-sensitive situations
Demonstrated ability to build and maintain strong relationships
Interest in finance and/or asset management
Quick learning style with the ability to grasp complex concepts and adapt rapidly

Responsibilities

Support and manage the onboarding process for new clients, ensuring a smooth transition onto Brooklyn’s platform
Coordinate with internal teams and distribution partners to address client needs and deliver a high-quality service experience
Serve as the primary point of contact for client inquiries, ensuring timely and effective resolution of questions and issues
Triage and prioritize client requests across multiple stakeholders in a fast-paced environment
Build and maintain strong relationships with existing, new, and prospective clients to support long-term engagement and success
Regularly interact with clients through meetings and communications to reinforce trust and platform adoption
Partner with Sales & Marketing, Engineering, and Operations teams to resolve client issues and enhance service delivery
Act as a liaison between clients and internal teams, ensuring alignment and clear communication
Identify opportunities to enhance client service workflows, including automation and process optimization
Gather and synthesize client feedback, serving as the “voice of the client” across the organization
Provide actionable insights to inform product development and strategic decision-making