Let’s be #BrilliantTogether
Overview
The Client Success Executive role provides client service and relationship management to our Australia based clients across the wealth management market. In this role you help will manage the post-sales onboarding, product training, client service, ongoing client engagement and development of client relationships to ensure maximum client renewal. As a product expert, you will provide client training and support to ensure clients understand how to get the best value from our data and research products. You will act as a coordinator for internal feedback and product enhancement to continue to identify new opportunities. Working closely with Account Management you will help manage the client experience and the client renewal process.
Responsibilities
- Manage post-sales onboarding, administration, relationship management, client retention and service for Rainmaker/ISS MI products.
- Develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.
- Become a product expert and provide ongoing training and support to Rainmaker clients, proactively and for inbound queries.
- Work closely with development, data operations, research and marketing teams to provide client feedback for product enhancements.
- Assist the Head of Client Success and Account Management team with the client engagement, retention and renewal strategy for Rainmaker research and product clients.
- Assist Technical Sales team with identifying sales opportunities, client prospecting, upsell opportunities and cross-product solutions.
- Assist Account Management team to manage client renewal pipeline and retention targets in Salesforce.
- Provide operational support, monitoring product usage and assist with client reporting.
Qualifications
- Bachelor or Masters degree in business, finance, marketing, communications or related field preferred but not essential.
- With 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management or superannuation.
- Understanding of wealth management, superannuation, life insurance and management investments preferred but not essential.
- Strong client service, account management and engagement skills, ability to communicate professionally and effectively with all levels within the client organization.
- Excellent communication, presentation and client training skills required.
- Highly organized workflow with strong attention to detail, effective prioritization and time management.
- A team player with a proactive attitude, a willingness to learn and develop.
- Proficiency in MS Office with an emphasis on Excel and PowerPoint.
- Ability to work independently as well as within a collaborative team environment.
#LI-CP11
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What You Can Expect from Us
At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.
Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.
Let’s empower, collaborate, and inspire.
Let’s be #BrilliantTogether.
About ISS STOXX
ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.
ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
Visit our website: https://www.issgovernance.com
View additional open roles: https://www.issgovernance.com/join-the-iss-team/
Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements.
