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Client Success Specialist (Fund Accounting)

1.00 to 6.00 Years   Navi Mumbai,Mumbai City   05 Jul, 2024
Job LocationNavi Mumbai,Mumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    Hiring at Investment Banking company for client success specialistJob Role: Client Success Specialist (Fund Accounting)Job Responsibilities:-Facilitate the onboarding process for new clients, ensuring they are fully integrated and comfortable with our platform. Provide timely and effective support to clients, addressing any operational challenges and ensuring optimal use of the platform.Conduct regular check-ins with clients to gather feedback and identify additional support or training needs.Collaborate with the product and technical teams to communicate client feedback and influence future product enhancements.Develop and maintain strong relationships with clients, understanding their business needs and objectives. Assist the senior leadership in developing and rolling out new client initiatives.Prepare and deliver presentations and reports on account status, insights, and strategic recommendations to internal and external stakeholders.Requirement:Looking for someone who has experience in Fund Accounting and Client relationship.Interested candidates share your resumes atkartik@topgearconsultants.com

Keyskills :
fund administrationclient relationship managementfund accounting

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