Job Overview – Customer Success Manager (Hybrid):
Take on the role of Customer Success Manager with our client in Bergen County, NJ, managing the full life cycle of new accounts and ensuring a smooth client experience from prospect to account management. You’ll collaborate with portfolio managers and maintain accurate client data in CRM systems.
Compensation: $100,000 – $115,000/year + bonus
Location: Bergen County, NJ
Schedule: Monday to Friday (Hybrid)
Responsibilities as the Customer Success Manager:
- Account Management: Oversee the full life cycle of new account processes, from prospect stage to client engagement, including preparation of account documents.
- Client Interaction: Work directly with prospective and existing clients to open new accounts, modify existing ones, and provide an exceptional client experience.
- Client Support: Assist portfolio managers in researching and resolving client inquiries.
- Data Management: Manage client data in portfolio management and CRM software.
- Operational Support: Provide support to the Operations Managers and Chief Compliance Officer.
Qualifications for the Customer Success Manager:
- Education: Bachelor’s degree in Finance, Business Administration, or a related field required.
- Experience: 3+ years of experience from a Registered Investment Advisor or Wealth Management Platform.
- Technical Skills: Experience with Advent APX or Moxy is a plus (not required).
- Industry Knowledge: Basic understanding of equities and fixed income.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.