Client Success Manager - Financial Wellness; Hybrid
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-08-31
Listing for:
NFP Corp
Full Time
position Listed on 2026-08-31
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, CRM Systems & Management
Job Description & How to Apply Below
Fiducient Advisors, part of Wealthspire, seeks a Client Success Manager to lead onboarding, engagement, and reporting for plan sponsor clients. You’ll coordinate kickoff calls, ensure timely delivery, and be the main client contact while supporting mentoring programs.
Requirements include 3–5 years in client success or related fields, a Bachelor’s degree or equivalent, and proficiency with Microsoft Office, CRM and reporting tools. Hybrid work is offered.
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