Client Success Associate - Wealth / B2B2C

About the role

You will be a reliable contact person for our existing customers and those interested in our services, providing professional support via phone, email, or chat.

What you'll do

• You are a reliable contact person for our existing customers and those interested in our services, providing professional support via phone, email, or chat
• For complex inquiries, you coordinate with relevant departments and partners to ensure timely, solution-oriented support, escalating requests to our Tier 2 Support when needed
• You take independent responsibility for ensuring customer satisfaction and actively strengthen customer retention
• You continuously expand your expertise in the financial sector through internal training and personal initiative
• You use customer feedback to identify improvement potential in our product and internal processes, working closely with the Product, Capital Markets, and Operations teams