Customer Success - Associate I
About The Position
Team up with a diverse array of teams and elevate your skillset to champion customer journeys and craft unparalleled customer experiences. As a Customer Success Associate in the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors and reviewing KYC/AML. You will b collaborate with Accounting, technology, Client service and product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be "Audit Ready" at all times,
Requirements
- 2+ years of experience or equivalent expertise in customer success or a relevant domain area
- Strong verbal and written communication skills
- Comfortable using technology with a willingness to learn new technological skills, programs, and tools
- Demonstrated analytical skills and critical thinking ability
- Bachelor's degree required
Nice To Haves
- Degree in business discipline preferred
- Preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund
- Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, etc.), and Outlook
Responsibilities
- Helps execute product adoption, expansion, and retention activities to support a healthy customer base
- Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
- Investigates and resolves customer issues in a timely and efficient manner
- Tracks and analyzes key metrics to measure customer success
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
