Client Success Associate

Opportunity Our Client Success Team are at the hub of our business, providing support, guidance and training to our advisory clients. They aim to create the very best experience for our clients so that they don’t ever wish to leave us. We are investing heavily in Dynamic Planner, so it really is a great time to be joining the team!

  • Due to internal progression, we are seeking a new Client Success Associate. If you are passionate about helping customers, enjoy working in a fast-paced team and are comfortable learning new technology then this could be the role for you!
  • Your main focus will be to provide our clients with a first-class service, ensuring that they understand the breadth of what we have to offer by providing support, guidance and training in order to maximise the value of Dynamic Planner.
Main Responsibilities

You will be part of a small, growing team who are the primary contact for inbound calls and emails in order to respond to our client needs in a timely manner and always within agreed SLA’s.

Recording of new cases and updating existing cases, keeping various internal systems up to date e.g. Salesforce our CRM system, and TFS our defect tracking system, with a view to resolving cases and updating the client accordingly.

To address any client training needs by providing training sessions through WebEx, phone or face to face in order to educate and increase usage of Dynamic Planner.

You will be responsible for the account management of multiple firms, who you will need to keep in regular contact with to assess usage of Dynamic Planner, identify training needs and potential upsell opportunities.

Keeping user guides and client facing collateral up-to-date and making enhancements where appropriate.

Participate in regional roadshow events to enhance client relationships and help promote any new features launched.

The Person
  • We are looking for someone who is customer focused and passionate about delivering for our clients.
  • A problem solver with accuracy and attention to detail.
  • Enthusiastic and dynamic team player who thrives on responsibility and inspires trust.
  • A self-starter, highly organised and comfortable delivering training sessions.
  • Ability to quickly learn and absorb new information and technology.
Skills and Experience Required
  • Excellent written and verbal communication skills
  • Strong Word, Excel and Power point skills
  • Passion for the Financial Services industry, with experience or knowledge of Wealth Management, Financial Planning, Financial Services or Software preferred.
  • Educated to A Level essential, a degree would be preferred.
In Return we offer:
  • Competitive basic salary.
  • Full training on our service and sales process.
  • Personal development plan.
How to apply

Please email your CV and covering letter outlining why you are perfect for this role (with the job title in the subject line) to

Distribution Technology is an Equal Opportunities Employer. Please be advised that only candidates with the eligibility to live and work in the UK can be considered for this role. Job Application Privacy Notice

Working at Dynamic Planner