Customer Success Manager Investment & Advisory London Stock Exchange Group
Employer Active
Posted 19 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Deliver tailored engagements (e.g. market workshops) that help customers to maximize the value derived from LSEG solutions post sale and build intimacy
Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption
Promote insights relevant to customers workflow and act as a voice of the customer internally, feeding back their experiences
Provide transparency to the customer and act a quarterback to ensure LSEG delivers on sales commitments
Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers
Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process
Drive desktop sales from existing and new customers
High-value customer engagements and onboarding activities, including various types of training and presentations
Increase customer satisfaction at the desktop
What You'll Bring:
5+ years Experience in Investment, Advisory and Wealth market
Significant Workflow Expertise (e.g. knowledge of financial modeling, Excel, MS Office); knowledge of financial markets/ data apps.
Strong customer service skills
Others: Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan; ability to use CRM systems
College/ university degree or relevant work experience equivalent required
Industry qualifications preferred (CFA, CAIA, MBA, FRM, etc.,)
Fluency in English and French is required
Desired Candidate Profile
5+ years Experience in Investment, Advisory and Wealth market
Experience in Asset Management, Portfolio Management OR Equity and Economic Research as a plus
Training or related experience preferred
College/ university degree or relevant work experience equivalent required
Industry qualifications preferred (CFA, CAIA, MBA, FRM, etc.,)
Fluency in English and French is required
Company Industry
- Banking
- Financial Services
- Broking
Department / Functional Area
- Sales
- Business Development
Keywords
- Customer Success Manager Investment & Advisory
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London Stock Exchange Group
We are committed to providing exceptional customer experiences, ensuring that every interaction is meaningful and impactful. Our dedication to building deep, meaningful relationships with our customers is at the core of our values. We continuously strive for improvement and innovation in our services, always seeking new ways to enhance the customer journey and deliver outstanding results. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.