Customer Success Specialist

$95,000 - $110,000/Yr

Action Staffing-Group - Stamford, CT

Full-time - Mid Level

Remote - Stamford, CT

Administrative and Support Services

About the position

The Customer Success Specialist at Action Staffing Group is a full-time role focused on ensuring clients maximize the value of the company's software solutions for informed investment decisions and operational workflow improvements. This position involves a hybrid work model, requiring three days in the office and two days remote, and emphasizes strong client relationships, effective communication, and a deep understanding of financial instruments and trading operations.

Responsibilities

• Act as the primary point of contact for assigned clients, ensuring a smooth onboarding process and providing ongoing support throughout their lifecycle.
• Build strong relationships with hedge funds, broker-dealers, and financial institutions to understand their unique operational needs and objectives.
• Address client inquiries and resolve issues related to financial instruments, including trades, settlements, CDS, corporate bonds, and CLOs.
• Collaborate with internal teams, including product, development, and operations, to advocate for client needs and ensure prompt resolution of issues.
• Conduct regular check-ins with clients to provide updates, gather feedback, and identify opportunities for platform optimization.
• Deliver training and educational sessions to clients on platform features and best practices, empowering them to leverage solutions fully.
• Identify and analyze trends in client issues to recommend improvements to product and processes.
• Monitor client satisfaction and work proactively to reduce churn and increase client retention and engagement.
• Stay current with industry trends, regulatory changes, and best practices in financial operations and fintech.

Requirements

• Bachelor's degree in finance, business, or a related field.
• 3+ years of experience in a client-facing or operations role within a hedge fund, broker-dealer, or financial services firm.
• Strong knowledge of financial instruments, including trades, settlements, CDS, corporate bonds, and CLOs.
• Experience with fintech platforms or financial technology is a plus.
• Proven track record of delivering excellent client support and building long-lasting client relationships.
• Strong problem-solving skills with the ability to handle complex client issues effectively.
• Excellent verbal and written communication skills, with the ability to simplify technical concepts for clients.
• Ability to work independently, prioritize tasks, and manage multiple clients efficiently.
• Proficiency in CRM software and other client management tools.

Nice-to-haves

• Experience with fintech platforms or financial technology is a plus.
• Customer relationship management experience preferred.

Benefits

• Dental insurance
• Health insurance
• Paid time off