We are seeking a Client Success Manager to play a critical role in shaping the client experience across Brooklyn's tax-advantaged products. This individual will serve as a key point of contact for clients, ensuring seamless onboarding, proactive issue resolution, and continuous feedback loops into product and operational decision-making.
Key Responsibilities and DutiesClient Onboarding & Client Relationship Management- Support and manage the onboarding process for new clients, ensuring a smooth transition onto Brooklyn's platform
- Coordinate with internal teams and distribution partners to address client needs and deliver a high-quality service experience
- Serve as the primary point of contact for client inquiries, ensuring timely and effective resolution of questions and issues
- Triage and prioritize client requests across multiple stakeholders in a fast-paced environment
- Build and maintain strong relationships with existing, new, and prospective clients to support long-term engagement and success
- Regularly interact with clients through meetings and communications to reinforce trust and platform adoption
Cross-Functional Collaboration- Partner with Sales & Marketing, Engineering, and Operations teams to resolve client issues and enhance service delivery
- Act as a liaison between clients and internal teams, ensuring alignment and clear communication
Process Improvement - Identify opportunities to enhance client service workflows, including automation and process optimization
- Gather and synthesize client feedback, serving as the "voice of the client" across the organization
- Provide actionable insights to inform product development and strategic decision-making
Educational Requirements- University (Degree) Preferred
Work Experience- 2+ Years Required; 3+ Years Preferred
Career Level6IC
Qualifications:Required:- 2+ years experience working in financial services, asset management, or fintech
- Strong organizational skills with the ability to manage multiple priorities in a dynamic environment
- Excellent written and verbal communication skill
Preferred:- Bachelor's degree
- Prior experience in a Client Success Manager or client-facing role
- 3+ years experience working in financial services, asset management, or fintech
- Familiarity with portfolio management platforms or investment-related products
- Experience contributing to process improvement or operational enhancements
- High attention to detail and ability to execute with precision
- Ability to work independently and exercise sound judgment in time-sensitive situations
- Demonstrated ability to build and maintain strong relationships
- Interest in finance and/or asset management
- Quick learning style with the ability to grasp complex concepts and adapt rapidly
Anticipated Posting End Date:2026-06-20
Base Pay Range: $90,000/yr - $125,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
