Top Fintech Customer Success & Experience Jobs

As a Personal Banker, you will assist customers with their banking needs, including account management, loans, and financial advice, while leveraging your bilingual skills in Spanish.

Assist clients with account inquiries, manage client relationships, and support financial advisors in delivering client service.

Manage a portfolio of mid-market partners on Wise Platform: own relationships, triage escalations, troubleshoot payments and integrations, analyze operational data, deliver QBRs and success plans, support product feedback, and manage incidents and postmortems.

Lead client onboarding, foster strong client relationships, collaborate across departments, and ensure smooth project delivery while enhancing client experiences.

The Relationship Manager is responsible for managing renewals, driving growth, building client relationships, and utilizing CRM tools to optimize client success.

The Relationship Manager will oversee client renewals, drive revenue growth through upsells, nurture client relationships, and ensure product adoption and satisfaction.

As an Account Manager, you will handle subscription renewals and account expansion for legal and advisory clients, focusing on high retention rates and enhancing client service through collaboration with product teams.

As a Relationship Manager, you'll manage a portfolio of advisory firms, leading success planning, driving product adoption, and ensuring strong client relationships.

Deliver comprehensive training solutions for wealth management partners, collaborating with management to enhance business outcomes and support organizational growth through effective training programs.

The RIA Onboarding Manager oversees relationships with custodians, manages onboarding of new RIA clients, and provides consultative support to enhance business processes and efficiency.

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

The Enterprise Account Manager will build relationships with clients, driving commercial success and managing projects while educating partners on Adyen's payment solutions.

The Client Retention Specialist educates clients on financial hardship programs, addresses concerns, deescalates issues, and develops customized solutions to retain clients and help them achieve financial goals.

The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.

The Retention Specialist educates clients on financial hardship programs, empathizes with their situations, retains clients, and meets retention goals through effective communication and problem-solving skills.

As a Customer Care Associate, you will handle customer interactions through emails and live chat, escalate issues, and provide empathetic support.

Lead North America customer learning and capability-building programs, delivering scalable Academy learning paths to drive product adoption and business outcomes. Manage a team, partner cross-functionally with Product, Services, Sales, and Customer Delivery, resolve complex customer issues, ensure compliance, track performance and optimize programs to demonstrate learning and revenue impact.

Lead stakeholder engagement, adoption, and governance for the COSI investment dashboard. Translate stakeholder needs into requirements, support product development and testing, enforce data quality and certification, produce governance documentation, and drive adoption through training, insights, and cross-functional collaboration with Product, Engineering, Finance, and Data teams.