Top Customer Success Jobs
As a Quality Coach at Nutmeg, you will be responsible for developing front-line Client Service Associates, reviewing interactions from clients, and ensuring the best outcomes. You will contribute to coaching frameworks, process improvements, and projects for continuous growth. Required qualifications include experience with investments, ISA's, pensions, and working with Salesforce, along with strong communication and analytical skills.
As a Senior Client Associate at J.P. Morgan Advisors, you will provide essential business support to Financial Advisors and clients, manage client onboarding, maintain accounts, and deliver personalized service. Responsibilities include direct client interaction, investment recommendations, and performing various administrative tasks while ensuring compliance with regulations.
Client Advisor role in Germany for high net worth individuals, focusing on new client acquisition, wealth management, and financial planning. Must have strong organizational skills, communication abilities, and expertise in investments and banking.
Featured Jobs
Lead ePayment Customer Relationship Management (CRM) role at J.P. Morgan Mobility Payments Solutions in Luxembourg, responsible for managing customer satisfaction, developing business relationships, and coordinating responses to customer expectations. Drive projects related to CRM and contribute to sales initiatives. Require 10 years of sales experience, team management skills, and knowledge in E-commerce payments or CRM systems.
As a KYC Specialist, you will ensure compliance with KYC records and client due diligence processes. Your role includes verifying client data, gathering documentation, and managing discrepancies while providing high standards of customer service and engaging with multiple stakeholders.
As a Client Service Analyst, you'll manage client queries, ensuring satisfaction through effective relationship management and operational controls for a designated client portfolio. You'll collaborate with various teams to resolve issues, identify risks, and maintain productivity while upholding the company's service standards.
As an SBL Analyst within Wealth Management Operations at J.P. Morgan, responsible for reviewing and decisioning client applications for credit products secured by marketable securities.
As an Investment Specialist at J.P. Morgan, you will support clients in their investment objectives, prepare product recommendations, assist in developing investment policy statements, and strengthen client relationships while adhering to compliance policies.
The Vice President of Client Onboarding will manage the onboarding experience for JP Morgan Chase clients, leading project teams to implement treasury products and services. Responsibilities include client interaction, managing expectations, documentation, and ensuring client satisfaction. Strong relationship management and risk awareness are key.
The Branch Operations Support and Fund Transfer Specialist assists Financial Advisors with onboarding clients and monitoring money transfers. Responsibilities include managing inquiries, issue resolution, project participation, and interacting with advisors and product partners while ensuring compliance with regulations.
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