Client Engagement and Success Specialist

2 days ago

Ahmedabad, India Applied Software - WealthSpectrum Full time

Applied Software is a leading fintech product company in the investment and wealth management space. Our flagship suite, WealthSpectrum , powers 250+ investment managers worldwide, overseeing assets of over US$300 billion . Trusted by top financial institutions, we deliver scalable, innovative solutions that drive efficiency and performance.

We are now looking for a Client Engagement and Success Specialist to strengthen client relationships, ensure seamless onboarding, and support the leadership team in delivering a professional and warm experience to our clients and prospects.

This role is at the intersection of client success, engagement, and business administration . You will be the first point of contact for client visits and onboarding, helping us deliver a premium, people-first experience.

Key Responsibilities:

Client Engagement & Success

  • Act as a client-facing touchpoint for prospects and new clients – guiding them through onboarding and ensuring a seamless experience.
  • Coordinate and host client visits : meet & greet, arrange logistics, schedule meetings with internal teams, and ensure professional execution.
  • Support leadership in client presentations, reviews, and industry events where culture, governance, or brand representation is key.
  • Maintain ongoing client engagement by ensuring timely follow-ups, sharing updates, and representing WealthSpectrum’s values.

Administration & Coordination

  • Plan and organize internal and external events , including client workshops, office visits, and leadership interactions.
  • Oversee logistics and office administration related to client-facing activities.
  • Coordinate with internal teams (product, engineering, client support) to align schedules, presentations, and deliverables.
  • Prepare client-related documentation, decks, and visit summaries for leadership.

Essential Skills

  • Strong interpersonal, communication, and presentation skills with a client-first mindset .
  • Ability to manage logistics, schedules, and client-facing events with professionalism.
  • Prior experience in client success,

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