Client Success Leader
LONDON
Client Success, Program and Service Management – Client Success & Project Management /
Full Time Permanent Employee /
Hybrid
Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.
To strengthen our team in the UK we are currently looking for a:
CLIENT SUCCESS LEADER
In the role of Client Success Leader, you will have to ensure that clients receive exceptional service and support throughout their journey.
Main Activities
- Providing direct support to clients, addressing inquiries, monitoring the resolution of project/service issues, and assisting with onboarding, training, and adoption of products through day-to-day client management and client communication.
- Ensuring that service delivery meets contractual obligations, monitoring SLAs and KPIs, and taking corrective actions when necessary.
- Supporting contract management, invoicing, and billing, ensuring transparency and alignment with agreements.
- Working toward a unified approach to enhancing the customer experience, meeting service goals, and fostering strong relationships.
- Providing support into operational post-delivery activities, training, and any follow-up as needed
- Focusing on the client retention in the long-term providing insights on customer trends, feedback, and potential growth opportunities
- Supporting in developing and refining processes that drive client success, mitigating risks
Requirements
- Bachelor’s degree required (Master’s degree preferred)
- At least 5+ years’ experience in the activities/role
- Experience in the UK private baking and/or wealth management sector or Software and/or Consulting companies working for this sector
Personal Profile
- Strong communication skills
- Ability to manage relationships with a cluster of clients and internal stakeholders
- Good teamwork skills
- Good problem-solving skills and the ability to deal with complexity and work through challenges with clients
- Strong customer service orientation
- Good analytical skills and attention to details
What we offer:
A challenging and progressive position within an international work environment
Permanent Employment
Excellent remuneration package
What’s next
Please note that first interviews are mainly held virtually. Second or third stage might be arranged at our premises.
Candidates who are successful in the recruitment process will be asked to consent to a pre-employment screening as part of the final steps.
Equality Policy:
We are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
