Customer Success Manager, Wealth and Asset Management

🕒 May 19

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LSEG (London Stock Exchange Group)

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10,000+ employees

LSEG (London Stock Exchange Group) is a diversified international markets infrastructure business —earning our clients’ trust for over 300 years. That legacy of customer-focused excellence ensures that you can rely on our expertise in capital formation, intellectual property and risk and balance sheet management.

📋 Description

• Connect clients to products providing mentorship throughout customer lifecycle. • Maintain relationships with LSEG customers, from sale to onboarding and expansion. • Educate end-users on using solutions and models tailored to their specific workflow. • Drive organic expansion within the book of business, uncovering new opportunities. • Monitor customer health and proactively identify risks and assess depth of product usage.

🎯 Requirements

• +3 years of relevant work experience in customer success, sales, consulting, or other customer facing roles. • Proven expertise with at least some of the following: wealth management, portfolio analytics, valuation, financial modelling. • Proficiency in Excel, Excel Add-Ins, and PowerPoint. • Prior experience with Market Data applications preferred. • Comfortable facilitating customer meetings and building relationships. • Problem-solving and collaboration skills. • Proactive and positive attitude. You value quality and pay close attention to detail, taking full ownership and following-through.

🏖️ Benefits

• Annual Wellness Allowance • Paid time-off • Medical • Dental • Vision • Flex Spending & Health Savings Options • Prescription Drug plan • 401(K) Savings Plan and Company match • Basic life insurance • Disability benefits • Emergency backup dependent care • Adoption assistance • Commuter assistance