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LPL Financial Holdings, Inc.
Fort Mill, SC, United States
Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for t
Job Source: LPL Financial Holdings, Inc.Training The Street LLC.
Charlotte, NC, United States
Training The Street (TTS) is the world’s leading financial learning services company offering targeted and customized training courses to corporate and educational clients. Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial
Job Source: Training The Street LLC.Training The Street
Charlotte, NC, United States
Training The Street (TTS) is the world's leading financial learning services company offering targeted and customized training courses to corporate and educational clients. Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial m
Job Source: Training The StreetMarvin
Charlotte, NC, United States
Work Location: 2020 Starita Road, Charlotte, NC 28206 Job Overview: Our Customer Success Associates bring our purpose to life by assisting the Customer Success team in guiding customers through their journey with Marvin Replacement. The Customer Success team curates an exceptional, personalized experience by focusing on the individual needs and be
Job Source: MarvinMarvin
Charlotte, NC, United States
Customer Success Associate ID 2024-4250 Department Customer Service Position Type Regular Location US-NC-Charlotte Work Location 2020 Starita Road, Charlotte, NC 28206 Job Overview Our Customer Success Associates bring our purpose to life by assisting the Customer Success team in guiding customers through their journey with Marvin Repl
Job Source: MarvinFigure Lending LLC
Charlotte, NC, United States
About Figure Figure is transforming the trillion dollar financial services industry using blockchain technology. In six years, Figure has unveiled a series of fintech firsts using the Provenance blockchain for loan origination, equity management, private fund services, banking and payments sectors - bringing speed, efficiency and savings to both
Job Source: Figure Lending LLCCointelegraph
Charlotte, NC, United States
Figure is transforming the trillion dollar financial services industry using blockchain technology. In three short years, Figure has unveiled a series of fintech firsts using the Provenance blockchain for loan origination, equity management, private fund services, banking, and payments sectors - bringing speed, efficiency, and savings to both consu
Job Source: CointelegraphFigure
Charlotte, NC, United States
About Figure Figure is transforming the trillion dollar financial services industry using blockchain technology. In six years, Figure has unveiled a series of fintech firsts using the Provenance blockchain for loan origination, equity management, private fund services, banking and payments sectors - bringing speed, efficiency and savings to both
Job Source: FigureCharlotte, NC, United States
We are looking for an energetic and passionate Client Success Associate who loves to problem solve and has experience developing and maintaining relationships with customers. This person will work closely with our Small, Medium sized customers with the goal of providing outstanding customer experience by owning relationships, delivering proactive style engagement, and collaborating with internal stakeholders to escalate and troubleshoot issues with our products and services.
The Client Success Associate will build relationships with our clients and play an instrumental part in client retention. They will strategically collaborate with clients to understand their strategy and goals to set them up for success. They will act as their first point-of contact for any queries or issues and provide an accurate and timely response. To be a successful Client Success Associate, you should be customer-centric, detail oriented, excel at creative problem solving and is comfortable taking on projects you have potentially never done before! You should be polite, reliable, knowledgeable, and adaptable.
This individual will make an immediate contribution to our clients, working directly with clients to drive engagement, use and knowledge of the data within our platform.
What You'll Do
Provide subject matter expertise on the usage and functionality of our web-based applications and tools
Onboard clients to set them up for success, and handle post-sale client communication
Analyze client usage of products to identify trends, and effectively communicate those to the Product Development team to improve our product offerings
Work with Account Managers to identify gaps in client's needs to identify upsell and cross-sell opportunities
Work directly with clients to resolve inquiries and address service issues in a timely manner
Collaborate with Product, Sales, Marketing, and other internal teams to improve client experience
Who You Are You are a strong multitasker and adaptable team player
You think creatively in order to improve the platform internally and externally for the business and for clients
You are all about phenomenal customer service and strive always to provide an extraordinary client experience
You absolutely love to work collaboratively to problem-solve and to help others
You have a thirst for product knowledge and can provide subject matter expertise on the usage and functionality of our web-based applications and tools
You are a person who listens to the needs of your clients and works with them to show how our tools can help meet our client's goals
You are an inspiring leader who is willing to work collaboratively with the team to achieve results for clients
Education/Experience Industry: You currently are working in, or have previous experience in Financial Services, Professional Services, or Technology
2-3 years' experience in a customer service or application support role preferred
Independent and motivated, with the wisdom to seek help where needed
Experience providing SAAS product support preferred
Strong communication, presentation skills
Experience with Salesforce, Groove or FreshDesk is a big plus
Self-starter with a strong understanding of project management practices
About Altrata
Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients' success.
Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.
Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X.
Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.
Email Alert for Client Success Associate jobs in Charlotte, NC, United States
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