Menlo Ventures
Hybrid NYC 401(k) Client Success Manager
Menlo Ventures, San Francisco, California, United States, 94199
A financial services firm in San Francisco seeks a Client Success Manager to manage relationships with strategic 401(k) clients. The role involves supporting financial advisors, aligning stakeholder goals, and enhancing client satisfaction. Candidates should have over 4 years of experience in client-facing roles within the financial services industry and possess strong relationship management skills. This position offers a competitive equity package, comprehensive benefits, and a flexible PTO policy.
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