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Top Customer Success & Experience Jobs
Fintech • Software • Financial Services
The Lead LP Associate manages relationships with Limited Partners, facilitating onboarding and project delivery, while ensuring alignment with client needs and providing training.
Top Skills:
Microsoft Office SuiteSQL
Fintech • Software • Financial Services
The Hedge Fund Client Support Associate manages client inquiries, provides operational support, delivers accurate financial information, and builds client relationships, ensuring efficient problem resolution.
Top Skills:
MS Office
Fintech • Software • Financial Services
Implementation Analysts facilitate client onboarding to the SaaS platform, ensuring customization and training, while managing stakeholder relationships and addressing issues.
Top Skills:
ExcelMS OfficeSaaS
Fintech • Software • Financial Services
The Client Support & Operations Analyst provides first-line client support for hedge fund and institutional investment clients, addressing inquiries and ensuring operational efficiency.
Top Skills:
ExcelPortfolio Management PlatformsTrade Support Platforms
Fintech • Software • Financial Services
Client Support Associates manage inquiries related to investment accounting, deliver information on financial statements, and build relationships with clients, ensuring excellent service and efficient issue resolution.
Top Skills:
MS Office
Fintech • Software • Financial Services
Provide operational and relationship-focused support to hedge fund clients: answer investment and accounting queries, validate investment data, complete account operations, reconcile transactions, manage workflow and metrics, handle complex issues, and train/coach junior staff to improve client experience and resolution rates.
Top Skills:
MS Office
Reposted 13 Days AgoSaved
Fintech • Software • Financial Services
The role involves managing client onboarding for electronic trading systems, providing consultation, leading implementations, and ensuring successful project execution.
Top Skills:
Fix Protocol
Fintech • Software • Financial Services
The Executive Assistant supports the CTO by managing calendars, organizing travel, providing administrative support, and ensuring smooth operations, alongside maintaining communications and office logistics.
Top Skills:
Ms Office Suite
Reposted 20 Days AgoSaved
Fintech • Software • Financial Services
The Graduate Operations Analyst will provide operational support, solve client issues related to investments, and foster relationships with clients, ensuring satisfaction with Clearwater's services.
Top Skills:
MS Office
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