Client Service Specialist
1 day ago
We are seeking a Client Service Specialist to provide exceptional support to our clients across the wealth management market. In this role, you will be responsible for managing post-sales onboarding, product training, and client service to ensure maximum client renewal.
Responsibilities- Manage post-sales onboarding, administration, relationship management, client retention and service for Rainmaker/ISS MI products.
- Develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.
- Become a product expert and provide ongoing training and support to Rainmaker clients, proactively and for inbound queries.
- Work closely with development, data operations, research and marketing teams to provide client feedback for product enhancements.
- Bachelor or Masters degree in business, finance, marketing, communications or related field preferred but not essential.
- With 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management or superannuation.
- Understanding of wealth management, superannuation, life insurance and management investments preferred but not essential.
You can expect from us:
- We are committed to building a culture that values diverse skills, perspectives, and experiences.
- We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.
We are a leading provider of research and technology solutions for the financial market. We offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks.
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