Customer Success Manager (CSM)-Associate

BlackRockNew York, NY
9dHybrid

About The Position

About this role The Client Success Manager (CSM) is the primary service owner for assigned clients, ensuring a consistent, high-quality, and client-first service experience. The role focuses on proactive client engagement, ownership of service performance, and continuous improvement.

Requirements

  • Strong client service orientation and communication skills.
  • Ability to prioritize effectively and manage high-pressure situations.
  • Prior experience in client service, operations, or financial services.

Nice To Haves

  • Familiarity with Aladdin tools, workflows, and ServiceNow preferred.

Responsibilities

  • Act as the primary service representative.
  • Lead service reviews, VIP touchpoints, and client engagement.
  • Track all client interactions in ServiceNow.
  • Own service metrics and client queues.
  • Triaging critical inquiries and managing escalations.
  • Ensure timely resolution and minimize backlog.
  • Identify opportunities for efficiency and self-service.
  • Partner with Product and Engineering to improve workflows.
  • Work closely with CSS, PEs, ACE, ACT, Data, and Product.
  • Ensure seamless handoff and operational consistency.
  • Support CSS development and knowledge sharing.
  • Foster a high-performing, client-first culture.

Benefits

  • employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits.
  • strong retirement plan
  • tuition reimbursement
  • comprehensive healthcare
  • support for working parents
  • Flexible Time Off (FTO)
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service