Associate- Customer Success
- Designation: Associate/Sr. Associate- Customer Success
- Qualification: Bachelor’s Degree
- Location: Mumbai
- Experience: 02 to 05 years
Job Description
- This is a customer facing role. It involves training and customer support for the accounting / finance teams of Asset Vantage customers in India.
- Build long-term relationships with customers and their finance teams.
- Responsible for communication with India customers. Ensure product features/roadmap are effectively communicated with existing customers.
- Training to be provided on on-boarding of historic data and on ongoing data entry. Train on methods to reconcile investment data entered in the system and make sure it is matching with investment statements.
- Build robust processes for tracking implementation progress, ongoing services, client communication, etc.
- Post training, keep in contact with the customer’s finance team ensuring that data in being on boarded seamlessly and reports are being reviewed by the family. Resolve any queries.
- Coordinating periodic communication with the finance team on upgrades / new features / bug fixes.
- Understanding issues / bugs on the system and ensuring these are filed and tracked for resolution
- Identifying possible feature upgrades and optimizations based on client interactions and personal hands-on experience while working with client teams and soliciting feedback
- On the feet problem identification and resolving w.r.t internal and external issues in the system
- Learning and understanding investments management and accounting
- Learning different types of investment structures (custodians, banks, etc.) and the type of transactional feed coming from these. Identify how the platform can be improved to match the feeds.
- Learning and exploring different type of data feed on bankable assets (equities, mutual funds, bonds, hedge funds, etc.), identify the sources and cleanse the data to match the platform’s requirement.
- Familiar with investment accounting and performance management, MS Office
- Strong Excel and Presentation skills
- Clear & concise written and oral communication