Client Success Manager

We are seeking a dedicated and results-driven Client Success Manager to join our team. The role will be in moomoo’s client success team located in Sydney office. In this role, you will be the primary point of contact for our clients, ensuring their satisfaction, driving the adoption of our products or services, and ensuring upsell targets are achieved. You will build strong relationships, collect and provide clients feedback, and collaborate with internal teams to deliver exceptional client experiences

Client Relationship Management & Retention:

• Act as the primary contact for assigned clients, building long-term relationships and ensuring regular communication.
• Proactively address client needs, concerns, and feedback to ensure high satisfaction and retention.
• Resolve client issues promptly, providing timely support and guidance.
• Conduct training sessions to help clients maximize the value of our products or services.

Client Acquisition & Upsell:

• Identify potential acquisition opportunities and foster relationships with High-Net-Worth individuals, corporates and industry partners.
• Develop and implement strategies to monitor client portfolios and identify upsell opportunities.
• Achieve set KPIs for client growth and upselling.

Internal Collaboration & Process Improvement:

• Conduct regular check-ins and business reviews to assess performance, address challenges, and explore new opportunities.
• Represent the client’s voice by sharing insights and feedback with internal teams to influence product development and enhance customer experiences.
• Collaborate with operations, trading desks, and marketing teams to ensure seamless service delivery.

• Tertiary qualification in a relevant discipline, preferably in Business, Commerce, or Finance.
• 2+ years of experience in client service and sales within asset management, financial planning, or similar fields.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels.
• Excellent problem-solving and conflict-resolution abilities.
• Capable of managing multiple accounts and priorities in a fast-paced environment.
• Self-motivated with a results-oriented mindset, focused on client satisfaction and business outcomes.
• Experience working collaboratively in a team environment.
• Proven ability to manage high-net-worth clients and professionals effectively.
• Experience with share investing or superannuation is a plus.
• RG146 qualification to provide general advice