Job Description
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 Duties**
**Client 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, ...
**Key Responsibilities and Duties**
**Client 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, ...