Client Success and Growth Leader
20 hours ago
We are seeking a Client Success and Growth Leader to join our team at Family Office Exchange (FOX). In this critical role, you will be responsible for developing and implementing strategies to drive client engagement and retention. If you have a passion for delivering exceptional customer service and driving business growth, we encourage you to apply.
About the PositionThis is a full-time position based in downtown Chicago, Illinois. You will work closely with our internal teams, including Sales, Marketing, and Events, to identify opportunities and drive business growth.
Key Responsibilities- Develop and implement strategies to drive client engagement and retention.
- Build and maintain strong relationships with assigned clients, understanding their needs and goals.
- Identify and pursue new business opportunities, working closely with internal teams to develop effective solutions.
- Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
- Maintain accurate records of client interactions and communication using CRM software.
- Bachelor's degree required, emphasis in finance, business, or related field preferred.
- Minimum 7 years of experience in client-facing roles, preferably in ultra-high net worth client service.
- Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Familiarity with CRM software and Microsoft Office tools.
Family Office Exchange offers a competitive salary range of $120,000 - $150,000 per year, depending on experience. Our comprehensive benefits package includes major medical, dental, and vision care plans, basic and supplemental life insurance, short-term and long-term disability options, and a 401(k) plan. We also offer generous vacation time and holiday pay.
$120,000 - $150,000 annually, depending on experience.
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