Customer Success Agent Job

Triad Investment Management is a fiduciary investment advisory firm delivering long-term, research-driven strategies with a behavioral lens. We focus on trusted relationships, independent thinking, and helping clients achieve financial clarity.

Role Summary
The Customer Success Agent is a key part of our client-facing operations team. You will help deliver an exceptional experience by ensuring client needs are met efficiently, professionally, and thoughtfully. You will support onboarding, maintain communication, and work closely with advisors to uphold Triad’s service standards.

Key Responsibilities
• Serve as a primary contact for client inquiries
• Support onboarding by gathering documents and guiding new clients
• Maintain accurate client records in CRM systems
• Coordinate communication between clients and advisors
• Monitor engagement and follow up to ensure satisfaction
• Assist with account tasks such as reporting and documentation
• Resolve client issues and escalate when needed
• Contribute to improving service processes and workflows
• Support planning meetings, reviews, and operational tasks

Qualifications

financial services is a plus
• Strong verbal and written communication skills
• Excellent organization and time management
• High attention to detail and accuracy
• Ability to handle confidential information
• Proficiency with office and CRM software
• Positive, adaptable, and solution-oriented attitude

Benefits
• Competitive base salary
• Performance-based bonuses
• Health, dental, and vision insurance
• Retirement plan options
• Professional development opportunities
• Supportive, collaborative team environment

Requirements

Experience in financial services is a plus( Not mandatory)

High school diploma required; associate or bachelor’s degree preferred

Ability to work on-site or hybrid depending on company needs

Ability to manage confidential and sensitive information

Strong attention to detail with accurate data entry skills

Reliable, professional, and able to follow structured processes

Skills

Excellent verbal and written communication

Strong organizational and time-management abilities

Problem-solving mindset with a proactive approach

Ability to manage multiple tasks and prioritize effectively

Strong customer service orientation and client-focused attitude

Comfortable using CRM systems and common office software (Excel, Outlook, etc.)

Ability to collaborate with advisors and operations staff

Positive attitude, adaptability, and willingness to learn

Health/Dental Benefits, Retirement Benefits

Triad Investment Management is a boutique fiduciary firm in Newport Beach, offering research-driven investment management and personalized financial guidance to clients.