Top Customer Success & Experience Jobs

Client Servicing Associates provide operational support, manage client inquiries, validate investment data, and enhance client relationships, while assisting junior team members.

The Lead Client Servicing Associate provides day-to-day support for OEMS solutions, assists clients with system issues, conducts training, fosters client relationships, and ensures satisfaction with technology solutions.

Lead and coach a client servicing team to ensure quality client delivery, manage performance reviews, track KPIs (NPS, CSAT, SLA, retention), handle escalations, drive process and automation improvements, support client onboarding, and collaborate with product, sales, and cross-functional teams using tooling like Salesforce, Workday, and Power BI.

Serve as a domain expert liaising between clients and internal teams to translate business requirements into Clearwater/Enfusion configurations, SOPs, training, and solutions. Resolve complex client inquiries, mentor team members, contribute to product improvements, manage projects, and drive knowledge-base and process improvements to enhance onboarding and client self-service.

Lead client onboarding and implementation of the Enfusion platform, specializing in portfolio management (PMS), order and execution management (OEMS), and compliance. Provide domain expertise, drive product/process improvements, train peers, create SOPs, and support clients through go-live while collaborating with product, development, and cross-functional teams.

The Service Delivery Manager oversees client relationships, ensures quality reporting, resolves service incidents, and provides client training to optimize investment operations.

The Lead Client Servicing Associate manages client inquiries on investment accounting, ensures timely financial reporting, and builds client relationships while mentoring junior staff. They utilize internal tools for problem-solving and handle complex queries.

Manage client engagement, reporting, and operational performance for financial services. Develop strong client relationships and ensure quality service delivery, mentoring analysts and coordinating inquiries.

The Service Delivery Manager manages client relationships in financial services, ensuring client satisfaction, overseeing daily reporting, and providing training and guidance.

Client Servicing Associates provide operational support and cultivate relationships with clients, resolving inquiries regarding investment and accounting issues promptly and accurately.