Smartleaf
Smartleaf
Smartleaf एक वित्तीय प्रौद्योगिकी कंपनी है जो वेल्थ मैनेजमेंट फर्मों को कम परिचालन जटिलता के साथ व्यक्तिगत और कर-अनुकूलित निवेश पोर्टफोलियो प्रबंधित करने में मदद करती है। इसका प्लेटफ़ॉर्म स्वचालित पोर्टफोलियो पुनर्संतुलन और ट्रेडिंग, डायरेक्ट इंडेक्सिंग, कर प्रबंधन और कॉन्फ़िगर किए जा सकने वाली पोर्टफोलियो रणनीतियों का समर्थन करता है। निवेश प्रबंधन की मुख्य कार्यप्रणालियों को संभालकर Smartleaf सलाहकारों को ग्राहक संबंधों और पोर्टफोलियो रणनीति पर अधिक समय देने में सक्षम बनाती है, साथ ही अनुकूलित निवेश समाधान उपलब्ध कराती है।

Client Operations Manager - Smartleaf Hybrid in Boston

Support Smartleaf’s wealth-management software and advisory services as a Client Operations Manager. Drive platform adoption, resolve client issues, and improve portfolio operations.

विवरण

  • Master the Smartleaf platform and its different use cases
  • Lead daily production support, prioritizing urgent requests and allocating the necessary resources
  • Triage, investigate, and resolve client inquiries
  • Serve as the escalation point for complex client issues
  • Create and maintain practical reference materials
  • Deliver training to client firms as needed
  • Track and support each client relationship
  • Provide responsive, thorough, and creative client support that reflects Smartleaf’s standards
  • Suggest internal process improvements informed by fresh perspective and prior experience
  • Manage clients’ day-to-day use of Smartleaf software and advisory services
  • Help clients use innovative platform functionality effectively
  • Act as a subject matter expert and trusted strategic advisor for internal and external stakeholders
  • Increase platform adoption and improve portfolio operations
  • Coordinate administrative work and conduct hands-on technical troubleshooting
  • Deliver accurate, timely, high-touch support

आवश्यकताएँ

  • Bachelor’s degree or higher in a related field is required
  • At least five years of SaaS customer support, relationship management, or comparable experience
  • Strong organizational skills and the ability to manage multiple responsibilities at once
  • Sound judgment when triaging client issues and determining their urgency
  • Excellent communication skills
  • Ability to work independently and manage work without close supervision
  • Personable, relationship-focused approach
  • Comfort working with internal and external stakeholders, including executives
  • Adaptability and enthusiasm for taking on broader responsibilities
  • Ongoing authorization to work in the United States without sponsorship
  • Hands-on experience supporting software-product end users or clients
  • Fintech experience should be noted in the application

लाभ

  • Comprehensive medical, dental, and vision coverage with 100% of employee and family premiums and deductibles covered; copays apply
  • SIMPLE IRA with a 4% employer match
  • Four weeks of paid time off plus NYSE holidays
  • Flexible work-from-home policy
  • Casual dress environment
  • Office in a well-connected location within a 15-minute walk of four subway lines and commuter rail
  • Shower available for employees who bike to work
  • Kitchen stocked with breakfast and lunch options
  • Espresso machine
  • Remote employees can join all team meetings by video conference
  • Team communication through messaging streams, Google Meet, and Zoom

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