Brooklyn Investment Group
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As a Client Success Manager (CSM), you will ensure high-quality client experiences on proprietary platforms by addressing questions, resolving issues, assisting in onboarding, and gathering client feedback for product improvement. You will facilitate communication between clients and internal teams to foster successful client relationships and inform decision-making.
The Manager of Finance and Trading Operations will oversee core operations including financial reporting, trade reconciliation, and collaboration with various stakeholders to enhance business processes. The role involves direct communication with clients and investors, ensuring the accuracy of client billing and improving automation in finance-related tasks.