Customer Success RepresentativeTriad Investment Management

Triad Investment Management is an independent investment management and financial planning firm based in Newport Beach, California. We work with pre-retirees, retirees, business owners, and families to help them navigate financial decisions with greater clarity and confidence.

Our approach is built around listening to clients, understanding their goals, and providing thoughtful, personalized support throughout their relationship with our firm.

About the Role

We are seeking a Customer Success Representative to join our team and serve as an important point of contact for clients and prospective clients.

The ideal candidate is professional, personable, organized, responsive, and comfortable communicating with people by phone, email, and other digital channels. This position is well suited for someone who enjoys helping people, keeping information organized, following through on requests, and making sure clients receive a positive experience.

You will work closely with our team to help coordinate client communications and support day-to-day client service activities.

Key Responsibilities

• Respond to client questions and service requests in a timely and professional manner

• Assist clients with general account and service-related inquiries

• Coordinate follow-ups and ensure client requests are routed to the appropriate team member

• Schedule and coordinate client meetings and appointments

• Maintain accurate client records and communication notes

• Assist with email correspondence and routine administrative tasks

• Monitor outstanding requests and follow up to ensure they are completed

• Help organize client documents and information

• Support the team with onboarding and ongoing client-service activities

• Communicate professionally with clients, prospective clients, and outside professionals

• Identify opportunities to improve the client experience

• Maintain confidentiality when handling client and company information

• Assist with other administrative and customer-success responsibilities as needed

Qualifications

• Strong written and verbal communication skills

• Professional and friendly approach to client interactions

• Excellent organization and attention to detail

• Ability to manage multiple tasks and follow through on deadlines

• Comfortable using email, Microsoft Office/Google Workspace, and other business software

• Ability to learn new systems and processes quickly

• Strong problem-solving and interpersonal skills

• Previous experience in customer service, client support, financial services, administration, or a related field is preferred

Triad Investment Management is a wealth management firm dedicated to helping people plan, invest, and retire with purpose. Our team provides personalized fiduciary guidance built on a simple belief: confidence comes from connection. We understand what's at stake in our clients' financial lives, and we work as a trusted partner to build strategies that support confident, purposeful retirements. As life changes, so do the plans we create. If you want to be part of a team that puts people's futures first and works to make money serve the life someone has worked hard for, Triad Investment Management could be the right place for you.