A fast-growing and innovative fintech and data analytics company is seeking a motivated and strategic Remote Client Success Manager to join their team supporting broker-dealers and financial advisors. This fully remote role focuses on managing a portfolio of high-level clients, ensuring compliance, providing proactive account support, and building strong relationships through exceptional communication and problem-solving. The ideal candidate is collaborative, solutions-oriented, client-focused, and eager to learn and grow within a dynamic and entrepreneurial environment.

Remote Client Success Manager Responsibilities:

• Manage a portfolio of 5-6 high-level clients and support additional clients as needed
• Provide proactive and reactive client support for account issues, contract management, and compliance
• Build and present reports to clients, answering questions and explaining insights clearly
• Understand firm products and financial services operations to effectively position value to clients
• Work closely with internal teams to ensure client needs are met and compliance standards are maintained
• Participate in conferences or training sessions per year and occasional travel for meetings
• Collaborate with Client Success Specialists and other internal staff to deliver seamless client experiences
• Continuously learn about products, industry trends, and client requirements to enhance service

Remote Client Success Manager Requirements:

• 5-6+ years of experience in financial services, ideally interacting with advisors’ home offices
• Record-keeping or advisory experience with defined contribution plans
• Strong knowledge of Microsoft Office suite, particularly Excel
• Ability to work remotely with discipline, self-motivation, and strong communication skills
• Client-focused, strategic thinker with problem-solving abilities and intellectual curiosity
• Excellent interpersonal skills, diplomatic, proactive, responsive, and collaborative
• Willingness to receive feedback and continuously develop professionally

Benefits:

• Competitive salary
• Fully remote work flexibility
• 15 PTO days and holidays
• Medical coverage and vision insurance
• 401(k)
• AD&D, short-term, and long-term disability coverage

Apply Now!

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