
Customer Success Advocate
4 days ago
We are seeking a skilled and driven professional to join our team as a Relationship Manager. As a key player in guiding clients toward financial freedom, you will deliver structured support with empathy and accountability.
- Manage and monitor an assigned client base through regular check-ins and annual reviews
- Hold clients accountable to their financial strategy and progress
- Collaborate with internal teams and third-party professionals to deliver holistic financial support
- Identify opportunities to improve client outcomes and ensure timely rate reviews
- Maintain accurate, compliant client records
About the Role:
- Proven experience in client relationship management, ideally involving virtual check-ins, coaching, or accountability support
- Strong communication skills, attention to detail, and organisational ability
- Comfortable working autonomously and adapting to flexible hours
- Positive attitude, initiative, and commitment to high ethical and professional standards
At our organisation, we believe that helping others achieve their financial goals is a rewarding career path. Our team members enjoy a range of benefits, including:
- Financial Empowerment – Free access to our services
- Career Growth – Opportunities for advancement and professional development
- Competitive Remuneration – A salary and benefits package that rewards your hard work
- First-Class Onboarding – A comprehensive onboarding process that sets you up for success
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