Client Success Manager – Financial Guidance & Support

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Our Financial Health is a growing company dedicated to helping individuals build generational wealth through financial literacy, business ownership, and smart investing. We’re looking for a compassionate and driven Client Success Manager to join our team! Role Overview: As a Client Success Manager, you’ll speak one-on-one with clients to understand their financial goals and help them succeed using our structured guidance models. From first-time homeownership to credit building, business startup support, and investment opportunities, you’ll be their go-to resource for personalized financial empowerment. Responsibilities: Hold consultations to learn each client’s financial needs and aspirations Guide them through tailored solutions using Our Financial Health’s structured programs Maintain ongoing communication and support to ensure client success Track progress and collaborate with internal teams for optimal outcomes Ideal Candidate: Excellent communication and interpersonal skills Passion for financial literacy and helping others succeed Organized, empathetic, and client-focused Experience in financial services, coaching, or customer success is a plus

Keyword: Customer Service

Price: $20.0

Customer Service Customer Support Customer Satisfaction Email Support Accounting Administrative Support Communication Etiquette