Customer Success Manager- Asset and Wealth Management

📌 Core Information

🔹 Job Title: Customer Success Manager- Asset and Wealth Management

🔹 Company: LSEG

🔹 Location: Canada

🔹 Job Type: On-site

🔹 Category: 📞 Customer Service, 🎧 Customer Experience (CX)

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Connecting clients to LSEG products and providing guidance throughout their lifecycle.
• Managing relationships and educating clients about LSEG Workspace and Market Monitor solutions.
• Conducting financial analysis and reporting to drive product adoption.
• Serving as a trusted advisor to a portfolio of Asset and Wealth Managers.

ASSUMPTION: This role requires a strong knowledge of financial analytics and customer relationship management to effectively engage with clients and promote LSEG solutions.

📋 Key Responsibilities

✅ Develop expertise in LSEG products to maximize client subscriptions.

✅ Drive adoption of financial analytics and reporting tools.

✅ Maintain strong relationships from sale to onboarding and expansion.

✅ Identify risks and develop strategies to mitigate potential cancellations.

✅ Educate end-users about product features and collect feedback.

✅ Partner with multiple internal teams to meet customer needs.

ASSUMPTION: Responsibilities include proactive engagement with clients to identify new business opportunities and collaborate with internal teams to enhance service delivery.

🎯 Required Qualifications

Education: Not specified

Experience: Over 3 years in customer success, consulting, or sales roles.

Required Skills:

• Customer Service experience.
• Financial Knowledge, including wealth management and financial modeling.
• Proficiency in Excel, Excel Add-Ins, and PowerPoint.
• Strong communication and problem-solving skills.
• Collaboration skills and proactive demeanor.
• Attention to detail.

Preferred Skills:

• Experience with Market Data applications.
• Additional financial technology tools.

ASSUMPTION: The role assumes a requirement for strong financial acumen and communication skills to effectively manage client needs and product applications.

💰 Compensation & Benefits

Salary Range: Competitive salary package with base and quarterly bonus.

Benefits:

• Pension plan contributions.
• Comprehensive medical, vision, and dental coverage.
• Flexible vacation and PTO policies.

Working Hours: 40 hours per week with flexible working arrangements.

ASSUMPTION: A comprehensive benefits package that likely includes wellness and professional growth opportunities is tailored to attract top talent.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: Over 10,001 employees, offering extensive global opportunities.

Founded: Not specified

Company Description:

• LSEG is a leading financial markets infrastructure and data provider.
• Offers a comprehensive suite of integrated financial market services.
• Focuses on sustainable growth and economic stability.

Company Specialties:

• Capital Markets
• Post-Trade Services
• Information Services and Technology Services

Company Website: http://www.lseg.com

ASSUMPTION: LSEG leverages its historical expertise to offer cutting-edge technology solutions and strategic market insights.

📊 Role Analysis

Career Level: Mid-level strategic role.

Reporting Structure: Likely reports to a senior manager or director within the customer success division.

Work Arrangement: Hybrid, with a blend of on-site and home-based activities coupled with client site visits.

Growth Opportunities:

• Professional development through learning and career growth initiatives.
• Opportunities to collaborate with global teams.
• Insight into financial market operations and innovation.

ASSUMPTION: The position supports career advancement within a large organization due to its strategic client-facing responsibilities and the industry's evolving landscape.

🌍 Location & Work Environment

Office Type: Modern office settings with technology-enhanced facilities.

Office Location(s): Offices in Canada; specifics not provided.

Geographic Context:

• Access to a major financial hub in Canada.
• Proximity to diverse financial institutions and market opportunities.
• Dynamic market landscape with global financial activities.

Work Schedule: Predominantly standard business hours with flexibility for home working.

ASSUMPTION: Catering to financial sectors likely implies a structured, fast-paced work schedule requiring periodic in-person interactions and collaboration.

💼 Interview & Application Insights

Typical Process:

• Initial application review.
• Phone screening by HR.
• Technical and behavioral interviews.

Key Assessment Areas:

• Financial expertise and analytical skills.
• Customer relationship management.
• Problem-solving abilities.

Application Tips:

• Emphasize financial and customer management experiences.
• Showcase collaboration and teamwork in past projects.
• Demonstrate clear communication skills through cover letter and resume.

ATS Keywords: Customer Success, Asset Management, Financial Analytics, Relationship Management

ASSUMPTION: The interview process is rigorous given the strategic nature of the role, requiring clarity in showcasing industry expertise and client engagement strategies.

🛠️ Tools & Technologies

• Excel and Excel Add-Ins
• PowerPoint
• Market Data applications (specific examples not specified)

ASSUMPTION: Tools are designed to enhance client presentations and data-driven decision-making processes, thus candidates are expected to be proficient in these technologies.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Partnership
• Excellence and Change

Work Style:

• Client-focused and proactive service mindset.
• Collaborative teamwork with diverse, global colleagues.
• Adaptability to a dynamic financial market environment.

Self-Assessment Questions:

• How do you manage and prioritize client relationships in a fast-paced environment?
• Describe a situation where you drove customer success in a challenging scenario.
• How do you stay updated with industry trends and financial data tools?

ASSUMPTION: The company culture thrives on innovation, integrity, and adaptability, encouraging employees to contribute meaningfully to the firm's global impact.

⚠️ Potential Challenges

• Balancing multiple client relationships and expectations.
• Staying updated with rapid technology and market changes.
• Mitigating potential customer attrition and competitive threats.
• Maintaining effective communication across geographically dispersed teams.

ASSUMPTION: The customer success role involves constant learning and adaptation due to the evolving financial landscape and technological advancements.

📈 Similar Roles Comparison

• Roles in other financial service firms may offer less exposure to global collaboration.
• Opportunities for engaging directly with a broad spectrum of financial tools and analytics are heightened at LSEG.
• Market positions may differ in level of direct client engagement and industry impact.

ASSUMPTION: Similar roles at other organizations might differ in scope, specifically regarding the breadth of financial service interactions and global reach inherent at LSEG.

📝 Sample Projects

• Implementation of client onboarding processes for new LSEG product suites.
• Development of a risk mitigation strategy for a portfolio of asset managers.
• Execution of expanded client education programs on financial data tools.

ASSUMPTION: The position requires leading projects that enhance client engagement and drive product utilization and innovation.

❓ Key Questions to Ask During Interview

• How does LSEG plan to expand its client success initiatives in the coming years?
• What success metrics are prioritized for this role?
• Can you describe the key challenges currently facing the customer success team?
• How does LSEG incorporate client feedback into product development?
• What opportunities exist for professional growth within the customer success team?

ASSUMPTION: These questions are designed to capture insight on strategic priorities, team challenges, and employee growth opportunities within LSEG.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights relevant financial and customer service experience.
• Prepare a cover letter that discusses your client management approach.
• Highlight any experience with financial analytics tools.
• Follow up persistently, showcasing your knowledge of the company's mission.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.