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Remote Wealth Client Success Manager
Remote / Online - Candidates ideally in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-08-23
Greater London, London, Greater London, W1B, England, UK
Listing for:
CFRA Research
Part Time, Remote/Work from Home
position Listed on 2026-08-23
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
CFRA Research is seeking a Client Success Manager for the Wealth Business Unit. The role is primarily remote with in-person meetings in Central London up to 2 days a week.
You will manage wealth accounts, drive product adoption, and collaborate with cross-functional teams to tailor CFRA content and services to client needs. Ideal candidates have 2+ years in client success or account management, with preferred experience in wealth management and research environments, and strong CRM skills
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