19 Client Success Representative Jobs in Nashville, TN
Wealth Access is Hiring a Client Success Representative Near Nashville, TN
Essential Duties and Responsibilities:
- Serves as a subject matter expert on the Wealth Access platform
- Represents Wealth Access with professionalism
- Uses knowledge of internal processes and departments to defer client questions and concerns, if unable to assist
- Engages with advisory clients as well as end-clients to provide training and ongoing support to ensure client success
- Troubleshoots and resolves technical problems and other general account inquiries over the phone in a single customer interaction to maximize the customer experience
- Articulates relevant information and provides directions in an organized and concise manner
- Acts as Tier 1 support for all inbound service calls and emails. Effectively gain clients’ cooperation to work through the troubleshooting process, ensuring timely problem resolution. Work to close the loop on all issues
- Assists in implementations and maintenance of project management tools Jira and Smartsheet
- Communicates effectively with the product and development team to relay client feedback and ensure proper requirements are given
- Identifies and captures system defects, enhancements, and client requests and logs them into Salesforce and Jira
- Delivers concierge-level service to ensure client satisfaction
- Works closely with the sales team to support sales efforts in closing new business
- Manages other duties and responsibilities as assigned
- Client and team-oriented attitude
- Excellent project management skills
- Proven ability to develop and maintain strong client relationships
- Effective communication skills at all organizational levels, including written, oral, and presentation skills
- Possess and demonstrate leadership skills and ability
- Ability to manage multiple projects concurrently
- Strong organizational skills
- Attention to detail
- Ability to work independently and as a part of a team
- Ability to successfully build internal and external relationships
- Possesses a growth mindset to focus on continual learning
- Ability to keep calm in stressful situations and de-escalate situations, if required
- Ability to work cross-functionally
- Ability to interface with the client in a professional manner
- BA/BS in business, finance, or a related concentration or equivalent years of related experience
- 1 years’ experience in an administrative role, providing professional customer support
- Experience in the financial services industry is strongly preferred
- Ability to commute to and work from the office
- Work is performed in an office setting
- Regularly use hands to type, handle, or feel.
- Required to use close vision, distance vision, color vision, peripheral vision, depth perception and have the ability to focus
- Must have clear, easy-to-understand oral communication ability
- Ability to sit for prolonged periods
About Wealth AccessWealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
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Job Summary
Full Time
Business Services
$53k-70k (estimate)
05/13/2024
07/04/2024
wealthaccess.com
VIHAR ROAD, MAHARASHTRA
50 - 100
2011
FERNANDES CLAUDIAN VIJAY
<$5M
Business Services
Related Companies
The job skills required for Client Success Representative include Customer Service, Presentation, Leadership, Salesforce, Insight, Project Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Success Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Success Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Success Representative positions, which can be used as a reference in future career path planning. As a Client Success Representative, it can be promoted into senior positions as an Account Executive - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Success Representative. You can explore the career advancement for a Client Success Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Success Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Representative job description and responsibilities
Client Success Representative look out for their customer’s business and work with them to find solutions to pain points.
03/30/2022: Cedar Falls, IA
Are responsible for creating loyal customers who come back again and again.
03/02/2022: Casper, WY
Establish clear client retention goals.
02/13/2022: Tampa, FL
Process milestones for the clients and employees to work toward.
03/25/2022: Tacoma, WA
Assist customers with setting up and navigating programs or software .
02/17/2022: Rock Hill, SC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Representative jobs
Promote the value of the product.
03/19/2022: Sumter, SC
Upsell services and products with the brand image.
05/01/2022: La Crosse, WI
Listen carefully to stay one step ahead.
03/08/2022: Saint Paul, MN
Promote value through customer experience.
03/13/2022: Galveston, TX
Review customer complaints and concerns and seek to improve the customer experience.
03/02/2022: Sumter, SC
Step 3: View the best colleges and universities for Client Success Representative.
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