Client Success Manager - Wealth Business Unit

Job description

*Note: This role is primarily remote with the expectation of meeting in person in Central London up to 2 days a week.* A **Client Success Manager** plays a critical role in servicing strategic Wealth Management accounts that are key to the future success of the company. In this role you will work alongside the Senior Vice President, Account Manager to execute on customized client engagement strategies to ensure our Wealth clients are deriving the maximum value from CFRA's services. A Client Success Manager will also have their own book of non-Strategic accounts to manage. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.