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Senior Customer Success Executive

2 months ago

UK, UK, United Kingdom Flair for Recruitment Full time

Do you have experience within an Investment Platform? Are you client-focused and possess strong communication skills?


An embedded investment platform based in Bath is on the lookout for a Senior Customer Success Executive to join their team.


Your responsibilities:

  • Be the primary contact for your designated clients working with teams across the business to resolve their customer issues
  • Take ownership of any escalations that come from our valued firms
  • deputise for the team Lead and assist with case allocation
  • Review the operational workflow and suggest process improvements where relevant
  • Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries


About you:

  • Have platform experience with knowledge and understanding of API's
  • Have significant knowledge of product wrappers – SIPP, ISA and GIA
  • You’ll be able to easily build rapport and adapt your style depending on the client or situation
  • Are an expert in building relationships and have an ability to deal with complex queries
  • You will be confident in presenting reasoned analysis and make recommendations to senior stakeholders – both verbal and written


If this sounds like you, apply today