Customer Success Specialist - Investment Banking

  • Location

    London, England

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  • Salary:


  • Contact:

    Georgina Phipps

  • Contact email:

  • Job ref:


  • Published:

    about 1 year ago

  • Duration:


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Post-Sales Customer Success Specialist - Investment Banking
Canary Wharf

Competitive Salary (up to £40k) + benefits

Are you an experienced Investment Banker, have experience with financial markets and trading systems, and are looking to move into a more customer focused role? We're looking for a Customer Success Specialist to join our vibrant London office, based in Canary Wharf.

You'll work closely with investment bankers using the software and services provided by the business, to establish relationships and deliver tailored workshops/ presentations to maximise the value they're getting. You'll act as the 'voice of the customer' to identify and investigate opportunities to improve the relationship and service, with the aim to retain the customer for the following year, and cross sell the business services.

Qualifications and Experience

  • Market Understanding including a) basic market understanding b) knowledge of relevant market c) strong understanding of customers' business model
  • Selling Skills (identify, develop, & articulate proposition/ consultative selling)
  • Presentation skills (verbal & written); Strong interpersonal skills; ability to organize and execute a sales plan.


If this sounds like a role for you, and you'd like to hear more... please apply here or contact Georgina at Experis for more information.