Elevate client satisfaction as a Client Success Specialist at Sia Partners, specializing in cash management solutions in Toronto. Guide corporate banking clients through significant transition phases with confidence.
In this full-time role, you will support customers during their onboarding process, ensuring smooth transitions to a new branch model at a major bank. Your cash management expertise, combined with strong relationship-building skills, will be vital as you collaborate with sales and compliance teams to enhance experiences and protect client relationships.
Key Responsibilities:
• Own the customer transition from assessment to stabilization
• Guide clients through implementation and compliance processes
• Build vital relationships with sales and compliance teams
• Identify and execute retention strategies proactively
• Provide insights to improve the transition playbooks at Sia Partners
Requirements:
• Minimum 12 years in relevant banking experience<...