Top Customer Success Jobs
The Workplace Solutions - Client Relationship Manager at Global Shares is responsible for managing relationships with clients, driving revenue growth, ensuring customer satisfaction, and identifying new value creation opportunities. Key responsibilities include building strong client relationships, serving as the primary client contact, meeting sales targets, and staying informed about industry trends. Required qualifications include Share Plans Experience, Relationship Management experience, proactive nature, exceptional communication skills, and ability to lead and motivate. Preferred qualifications include experience with Cloud-Based software, project management experience, and strong problem-solving skills.
This role supports Client Relationship Managers by providing data, producing reports, ensuring data processing, and offering business process support. It requires client-facing experience, strong PowerPoint skills, deadline management, and excellent communication abilities.
Passionate Private Client Relationship Manager responsible for building and maintaining high-net-worth client relationships across banking, lending, and investments. Develops new client relationships, networks to generate leads, and ensures proposed solutions meet client needs. Requires a minimum of five years of financial services or service sales experience, with a focus on delivering exceptional client experiences and driving sales growth through relationship deepening. Must have Series 7 and 66 licenses or obtain within 120 days of start date.
Featured Jobs
Join a team as a Payment Lifecycle Specialist IV at JPMorgan Chase & Co. Support day-to-day operations investigating and resolving inquiries on wire transfers for Treasury Clients. Conduct callbacks, process manual instructions, analyze data, and participate in training. Must have good academic record, communication skills, and knowledge of International Payment Processing Operations. Preferred experience in back-office operations of financial institutions. Company offers innovative financial solutions and values diversity and inclusion.
The Client Service Manager acts as a single point of contact, escalation, and advocate for all client servicing requirements. Responsibilities include managing client portfolios, ensuring exceptional service levels, resolving complex client issues, and improving operational efficiency. Required qualifications include client management, strong communication skills, and the ability to develop strong client relationships.
As a ConnectWealth Platform Specialist, you will lead training initiatives, provide insights on the platform/UMA Program, be a trusted partner to advisors, and drive platform adoption. Required qualifications include 10 years of financial services experience, advanced knowledge of investment products, strong organization skills, and Agile understanding.
As a Credit Card Collections Specialist I at Chase, you will focus on business results by offering options and finding solutions to help customers with overdrawn or past due accounts. This role involves inbound and outbound calls, building rapport with customers, and demonstrating excellent communication and problem-solving skills in a fast-paced environment.
Provide payment process support to merchants through email channels, handle basic questions, track escalated items, maintain knowledge on customer service, support project-based initiatives, identify process improvements, and contribute to building controls. Required qualifications include knowledge of payment processing, high school diploma, experience in customer service, willingness to work varying schedules, excellent written communication skills, ability to multi-task, and knowledge of computer software systems. Must have critical thinking skills and ability to exercise independent judgment.
As a Trading Services Specialist, you will provide back-office assistance for collateral maintenance, trade settlements, and lending trade services. Requires attention to detail, ability to handle pressure, and work in a dynamic environment. Preferred skills include Microsoft Office, Alteryx, and Visual Basic.
Handle end-to-end processing of USD payments, ensuring accuracy and compliance with regulations. Monitor for fraudulent activities, provide customer service, assist in audits, and suggest system improvements. Requires 3 years of experience in banks or financial institutions, strong analytical skills, attention to detail, and proficiency in Microsoft Office Suite.
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