Client Success Associate

Join FE fundinfo as a Client Success Associate, where you will manage a portfolio of clients using our Data Mastering products. You will guide new clients through their transition to active users, build long-term relationships, and identify opportunities for clients to get more value from our products. You will also monitor client usage and engagement, stay current with client needs, and coordinate with internal teams. This role offers training and career development, health and wellbeing initiatives, versatile working principles, and community impact opportunities.

Guiding new Data Mastering clients through their transition from sales prospect to active, confident product user.

About FE Fundinfo

Proactively identifying opportunities to help clients get more value from our Data Mastering products and services.

Responsibilities

• Building and maintaining close, long-term relationships across a portfolio of asset management and distribution clients.

Requirements

• You are resilient, analytical, and equally comfortable working independently and as part of a collaborative team
• You have strong communication and presentation skills, able to convey complex propositions with clarity and professionalism
• You are confident using Salesforce, the Microsoft Office Suite including Excel, and are comfortable applying AI tools to improve your productivity
• Around one year of experience in a client-facing role, ideally in B2B client success, account management or relationship management
• You have demonstrated the ability to build trust and rapport with stakeholders across all levels of a client organisation