Top Customer Success Jobs

Manage a portfolio of custody and fund services clients, own client satisfaction, coordinate cross-functional service delivery, drive issue resolution, lead client governance and meetings, monitor billing, and partner with product and operations to deliver solutions.

Serve as liaison for complex commercial and investment bank clients, managing relationship retention and growth, coordinating implementations, resolving escalations, supporting onboarding/KYC, facilitating RFPs and sales pitches, and partnering across banking, operations, risk, and product teams to ensure high client satisfaction.

Lead end-to-end onboarding and engagement for ultra-high-net-worth clients, designing scalable programs, KPIs, dashboards, and technology solutions. Serve as a senior relationship leader, partner with business development, build and mentor a client engagement team, and act as escalation point to optimize conversion, retention, and client satisfaction.

Own end-to-end onboarding for high-net-worth clients: manage lead intake, conduct high-touch consultations, build CRM travel profiles, coordinate advisor handoffs, drive follow-up and reporting, identify pipeline improvements, and ensure premium, personalized client experiences.

Own end-to-end onboarding for high-net-worth clients: manage lead intake, conduct consultation calls, build client travel profiles in CRM, coordinate advisor handoffs, improve pipeline efficiency, and maintain accurate reporting to deliver a premium, personalized client experience.

Serve as primary post-sales contact for assigned equity compensation accounts. Build and deepen client relationships, ensure customer satisfaction, remediate issues, drive account growth and upsell, coordinate with internal teams, and stay current on industry practices.

Manage a portfolio of custody and fund services clients, owning service delivery and satisfaction. Act as trusted advisor, resolve client issues, coordinate cross-functional teams, drive product/operational solutions, manage billing and reporting, lead client meetings and relationship reviews, and ensure timely delivery across Securities Services products.