Full-Time
Client Success Manager
Csm
Confirmed live in the last 24 hours
Brooklyn Investment Group
11-50 employees
Platform for customized crypto and equity portfolios
Compensation Overview
$95k - $125kAnnually
Entry, Junior
Brooklyn, NY, USA
Hybrid position in Brooklyn, NY.
- Bachelor’s Degree from a top 4-year university or college
- Interest in finance and / or asset management is a must
- Relevant CSM experience is a plus
- Are extremely organized, high energy, and able to balance many moving pieces at once in a fast-paced, dynamic environment
- Have deep attention to detail
- Exhibit excellent communication skills, both written and verbal
- Are independent and able to exercise sound judgment when making time-sensitive decisions
- Are a fast learner that’s adaptable and can grasp complex concepts quickly
- Have a track record of success building relationships (inside and / or outside of work)
- Act as a first port of call for client questions, ensuring that all questions are addressed and any issues are resolved proactively and efficiently
- Liaise with other members of the Brooklyn team, and Brooklyn’s distribution partners, to address client questions
- Assist with the onboarding process for new clients, ensuring a smooth transition to Brooklyn’s platform
- Play a leadership role in client service process improvements and automation, as may be applicable
- Regularly and, at times, proactively interact or meet with existing, new, and potential clients to build strong relationships, in order to encourage continued client success
- Gather feedback from clients on products and services, providing insight and relaying the “voice of the client” to internal teams, including Sales & Marketing, Engineering, and Operations
Brooklyn connects traditional financial advisors with digital wealth management by offering a platform for customized portfolios that include both cryptocurrency and equity investments. The platform features automated tax loss harvesting, which helps improve after-tax returns by identifying investment opportunities that can offset gains. With a focus on professional risk management, Brooklyn is guided by a Chief Investment Officer with extensive experience in investment management. The company's goal is to enhance the investment experience for advisors and their clients through advanced tools and services.
Company Stage
Seed
Total Funding
$14.5M
Headquarters
New York City, New York
Founded
2016
6 month growth
↑ 0%1 year growth
↑ 3%2 year growth
↑ 64%
Simplify's Take
What believers are saying
- The launch of the Nasdaq-Brooklyn ADR™ Index in partnership with Nasdaq enhances Brooklyn's reputation and provides clients with cost-effective international exposure.
- Brooklyn's platform offers financial advisors advanced tools for managing both crypto and equity investments, potentially attracting a broader client base.
- The company's focus on professional risk management and proprietary trading signals can lead to better investment outcomes for clients.
What critics are saying
- The fintech market is highly competitive, and Brooklyn must continuously innovate to maintain its edge.
- Reliance on the performance of crypto assets can introduce significant volatility and risk to client portfolios.
What makes Brooklyn Investment Group unique
- Brooklyn uniquely integrates customized crypto and equity portfolios tailored for financial advisors, unlike many fintech platforms that focus on one asset class.
- The company's automated tax loss harvesting service, which performs daily monitoring, sets it apart by enhancing after-tax returns in both rising and falling markets.
- Brooklyn's leadership team, with experience from top-tier financial institutions like Goldman Sachs, brings a high level of expertise and credibility to its platform.
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