Customer Success Specialist

Job Summary

A company is looking for a Customer Success Specialist.

Key Responsibilities

• Conduct final reviews to process investment payments and execute agreements
• Coordinate with the Financial Operations team and Customer Success Managers to meet investment needs
• Identify issues related to investment payments and provide recommendations to the Product team

Required Qualifications

• Bachelor's degree or equivalent
• 1+ years in alternative investment operations or investor relations
• Experience with purchase/subscription agreements
• Familiarity with electronic signature and investment management software
• FINRA Licenses a plus