Client Success Manager - Wealth Business Unit

About the role

This role is primarily remote with the expectation of meeting in person in Central London up to two days a week. The Client Success Manager will service strategic Wealth Management accounts and work alongside the Senior Vice President, Account Manager to deliver customized client engagement strategies, ensuring clients derive maximum value from CFRA's services.

Key responsibilities

• Manage wealth management accounts in a designated book.
• Develop a deep understanding of clients’ objectives, needs, and working styles.
• Drive adoption of CFRA products and services.
• Monitor usage data to target inactive users and maintain accurate user lists.
• Seek growth opportunities, including user adds, within existing accounts.
• Serve as the product expert for services within your client base and conduct product training.
• Assist with inbound product and research‑related questions.
• Partner with Product to integrate client feedback into enhancement roadmaps.
• Collaborate with Marketing on campaign strategies for existing accounts.

Required profile

• 2+ years of experience in Customer Success, Account Management, or a related customer‑facing role.
• Previous experience servicing Wealth Management accounts (highly preferred).
• Previous experience in a research environment (highly preferred).
• Hands‑on experience with CRM tools, preferably Salesforce.
• Collaborative, goal‑driven work ethic.
• Excellent communication and interpersonal skills to build rapport with clients and internal teams.
• Customer‑centric mindset with a passion for helping clients succeed.
• Ability to prioritize tasks and manage multiple client requests.
• Strong problem‑solving skills and a proactive approach to client challenges.
• Willingness to meet in Central London up to two days a week.

What we offer

• Sick Days
• PTO / Holiday Pay
• Health, Dental, & Vision Insurance
• Company‑paid Life & Disability Insurance
• Competitive Pay
• Performance Bonus
• Pension