Client Success Representative Job

Triad Investment Management is seeking a detail-oriented and client-focused Client Success Representative to support our clients' service needs and help maintain the high standard of care our firm is known for. This role is ideal for someone who thrives on building relationships, solving problems efficiently, and working within a fast-paced financial services environment.

Key Responsibilities
Serve as the first point of contact for client inquiries via phone, email, and chat
Assist clients with account questions, documentation requests, and general service issues
Coordinate with internal teams (operations, compliance, advisory) to resolve client concerns promptly

Maintain accurate client records and update CRM/account management systems
Provide clear, professional communication that reflects the firm's standards
Identify recurring client issues and escalate trends to management

Support onboarding processes for new clients, including documentation and account setup
Ensure compliance with firm policies and financial industry regulations in all client interactions

Qualifications

1–3 years of experience in customer service, client support, or a related role (financial services experience a plus, not required)

Strong written and verbal communication skills
Comfortable working with CRM systems and basic office software (Google Workspace/Microsoft Office)

High attention to detail and ability to handle sensitive financial information professionally
Self-motivated with strong time management for a remote work environment
Bachelor's degree preferred, not required

What We Offer

Competitive salary + benefits
Remote flexibility
Opportunity to grow within a respected investment management firm
Collaborative, supportive team culture

We believe great financial advice starts with listening. We help successful pre-retirees, retirees, and business owners turn wealth into freedom—creating plans that support your lifestyle