Client Success Manager

7 days ago


San Francisco, California, United States Goismo Full time

Job Description

We are seeking a seasoned financial professional to lead our client advising efforts. As a Client Success Manager, you will work closely with clients to provide personalized financial guidance and support their financial goals.

Responsibilities:

  • Develop and implement customized financial plans for clients.
  • Analyze client data and identify opportunities for improvement.
  • Collaborate with internal teams to ensure seamless execution of client projects.

Requirements:

  • Minimum 5 years of experience in financial planning or a related field.
  • Strong knowledge of personal finance and investment strategies.
  • Excellent communication and interpersonal skills.

What We Offer:

  • A competitive salary, estimated at $95,000 per year.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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