Client Engagement and Success Specialist

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

Essential Skills

Skills Required

Ms Office