Graduate Customer Success Specialist at Iress

Accountabilities & Deliverables

Client Onboarding and Engagement:

• Assist in guiding clients through the onboarding process, ensuring they are comfortable with our products and services.
• Collaborate with senior team members to develop personalised engagement plans tailored to each client’s needs and goals.

Ongoing Client Support and Satisfaction:

• Learn to serve as a primary point of contact for clients, addressing inquiries, resolving issues, and providing timely assistance.
• Work with the Customer Success team to monitor client satisfaction, implementing feedback and suggesting improvements where needed.

Collaboration and Cross-functional Support:

• Work alongside the Sales, Product, and Support teams to understand client needs and ensure seamless service delivery.
• Learn to identify and escalate more complex client issues to appropriate team members, contributing to continuous improvements in client experience.

Relationship Building and Retention:

• Develop skills to build lasting client relationships by understanding each client’s business objectives and aligning them with our solutions.
• Support efforts to increase client lifetime value, actively engaging in initiatives to improve retention and loyalty.

Qualifications and Certifications

• Bachelor’s degree in Business, or Finance or a related field (required)
• Demonstrated interest and foundational understanding of financial services (required)