Found Description
Croesus provides innovative, high‑performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.
In this role you will be responsible for evaluating incoming client requests and partnering with our internal development teams to deliver swift resolutions. Ultimately, your goal is to ensure client satisfaction and empower users to fully leverage the Croesus wealth management solution.
Main Responsibilities
- Analyze, document, and prioritize technical issues (during and outside of testing cycles);
- Rigorously follow up with internal teams;
- Act as a liaison between clients and our internal teams, translating business needs...