Senior Customer Success Executive (Investment Platform)

Do you have experience within an Investment Platform? Are you client-focused and possess strong communication skills?An embedded investment platform based in Bath is on the lookout for a Senior Customer Success Executive to join their team.Your responsibilities:Be the primary contact for your designated clients working with teams across the business to resolve their customer issuesTake ownership of any escalations that come from our valued firmsdeputise for the team Lead and assist with case allocationReview the operational workflow and suggest process improvements where relevantHandle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queriesAbout you:Have platform experience with knowledge and understanding of API'sHave significant knowledge of product wrappers – SIPP, ISA and GIAYou’ll be able to easily build rapport and adapt your style depending on the client or situationAre an expert in building relationships and have an ability to deal with complex queriesYou will be confident in presenting reasoned analysis and make recommendations to senior stakeholders – both verbal and writtenIf this sounds like you, apply today!