Customer Success Manager - Investment Banking

1 Month ago • All levels • Customer Service

Job Summary

Job Description

We provide first-class financial information and world-class analytics to analyze, compile, and sort financial information, enabling clients to make the right decisions at the right time. We help stimulate performance and innovation for clients in a fast-changing and challenging environment for the financial industry. As a Customer Success Manager, you will be responsible for a portfolio of Investment Bankers, ensuring their full satisfaction. You will be the main point of contact, handling onboarding and training. This role involves coordinating remote training offerings and being an expert on your field(s), advising clients on their workflows, and training users on Refinitiv Solutions. You will ensure client satisfaction throughout the client lifecycle, provide feedback to the product team, identify sales opportunities, and conduct high-level meetings with C+ stakeholders.
Must have:
  • Experience in financial markets
  • Knowledge of Sell Side / Investment Banking
  • Customer Centric Focus
  • Excellent interpersonal skills
  • Optimist, client oriented, organized, passionate, proactive!
  • Fluency in English
Good to have:
  • Fluency in Swedish, Danish, or Finnish
Perks:
  • Healthcare
  • Retirement planning
  • Paid volunteering days
  • Wellbeing initiatives

Job Details

We provide first class financial information and world class analytics to analyze, compile and sort financial information, to allow our clients to take the right decision at the right time.
We help stimulate performance and innovation for our clients, in a fast changing and challenging environment for the financial industry.


What will you be doing?

  • Satisfaction is key for us. Our Customer Success Managers are both product and workflow specialists and are of the utmost importance for our organization.
  • You will be in charge of a portfolio of Investment Bankers, with the aim to ensure the full satisfaction of your users.
  • You will be the main point of contact for our users and in charge of their onboarding and training.
  • We live with our time and understand the need for a hybrid model made of onsite visits and remote trainings. As such, you will coordinate and organize the remote training offering of the team.


RESPONSIBILITES

  • Be an expert on your field(s) and advise clients on their respective workflows
  • Train users on the different tools of Refinitiv Solutions
  • Ensure client satisfaction during the whole Client Life Cycle
  • Contribute to the improvement of our tools and data by feeding back client needs and suggestions to our product team
  • Identify additional sales opportunities
  • Organize and coordinate our digital training offering
  • Run high level meetings with C+ stakeholders or heads of department to conduct satisfaction review plans


What experience will you bring?

  • Experience within the financial markets
  • Knowledge of Sell Side / Investment Banking
  • Customer Centric Focus
  • Excellent interpersonal skills
  • Optimist, client oriented, organized, passionate, proactive!
  • Fluency in English and ideally one language among Sweedish, Danish, Finnish

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

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About The Company

LSEG (London Stock Exchange Group) isa leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our culture of connecting, creating opportunity and delivering excellence shapes how we think, how we do things and how we help our people fulfil their potential.

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