Top Customer Success Jobs
The Client Data Specialist IV will lead KYC/AML compliance by managing client documentation, verifying data, and ensuring adherence to quality standards while collaborating with the middle office.
The role involves supporting the Supervision Offshore Team with regulatory obligations, operational risk management, and project assistance. Responsibilities include updating records, conducting branch and advisor reviews, assisting in sales practice reviews, and research tasks.
The Origination/Client Manager will structure, negotiate, and execute complex leveraged finance transactions, analyze financial statements, assist clients with credit ratings, engage with investors during syndications, and develop client relationships. Duties involve preparing marketing materials and leading legal documentation negotiations for deal closings, requiring travel for client interactions.
Featured Jobs
The Life Insurance Specialist at J.P. Morgan Private Bank will support advisors in utilizing life insurance solutions to meet client needs. Responsibilities include managing advisor campaigns, building relationships, educating on insurance products, and collaborating on incorporation of annuities. They will also coordinate webinars and maintain partnerships to deliver comprehensive advice.
As a Customer Service Analyst at JP Morgan, you will support clients with exceptional service via email and phone. Your role will involve handling customer queries, escalating unresolved issues, and providing training to users. You'll identify areas for improvement in the service desk and maintain contact with customers throughout their ticket life cycle.
As a Credit Card Collections Specialist II, you will engage with customers through inbound and outbound calls, focusing on resolving financial issues and recovering charged-off accounts. The role requires strong communication and negotiation skills while adhering to regulatory practices in a fast-paced call center environment.
The Client Operations Associate II manages complex customer onboarding processes for market entry, ensuring compliance and efficiency. Responsibilities include overseeing account openings, collaborating with clients and sub-custodians, driving automation strategies, and improving processes through data analysis and visualization. The role emphasizes a proactive approach to client interaction and the importance of diversity and inclusion.
As an Internal Client Advisor Retirement Plan Specialist, you will support advisors and Chase middle market banking clients with retirement solutions. Responsibilities include educating advisors, providing market insights, implementing sales processes, and managing client pipeline to enhance retirement outcomes.
The Investment Specialist will conduct quantitative analyses and financial modeling for ultra-high net worth clients in Mexico, provide tailored investment advice, and prepare investment policy statements. The role requires interaction with clients in Spanish, assisting in investment strategies, and managing relationships while adhering to compliance regulations.
As a Collection Specialist I at Chase, you will engage with customers through inbound and outbound calls to resolve overdrawn or past due accounts. Your role includes building rapport, demonstrating excellent communication and negotiation skills, managing multiple technologies, and ensuring compliance with regulatory practices while working in a fast-paced call center environment.
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