Customer Success - Associate I

Job description

Team up with a diverse array of teams and elevate your skillset to champion customer journeys and craft unparalleled customer experiences. As a Customer Success Associate in the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors and reviewing KYC/AML. You will b collaborate with Accounting, technology, Client service and product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be "Audit Ready" at all times, Job responsibilities: - Helps execute product adoption, expansion, and retention activities to support a healthy customer base - Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers - Investigates and resolves customer issues in a timely and efficient manner - Tracks and analyzes key metrics to measure customer success Required qualifications, capabilities, and skills: - 2+ years of experience or equivalent expertise in customer success or a relevant domain area - Strong verbal and written communication sk...