Top Customer Success Jobs
The Client Service Analyst will provide client service to index clients in the Global Index Research Group at J.P. Morgan. Responsibilities include managing projects, analyzing client queries, gathering requirements, and improving processes. The role requires strong communication skills and technical proficiency in Excel, along with experience in equity research and financial modeling.
The role involves managing the international onboarding process for Commercial Banking clients, including product implementation and account opening. It requires collaboration with clients and internal teams, addressing regulatory compliance, and enhancing the client experience while executing project management methodologies.
The Client Transition Manager at JP Morgan Chase leads large-scale Treasury Services implementations for clients, managing the end-to-end process. Responsibilities include training clients, coordinating with sales and operations, documenting project scope, identifying business risks, and ensuring client satisfaction throughout the implementation process.
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As a Client Advisor at J.P. Morgan, you will lead client acquisition and retention, provide advice on investments and financial planning, and ensure exceptional client experiences through tailored wealth management solutions while adhering to risk and regulatory guidelines.
The Vice President, Client Advisor will lead client acquisition and retention for J.P. Morgan's Private Banking division. Responsibilities include advising clients on wealth management strategies, conducting asset allocation and investment management, collaborating with internal specialists, and maintaining strong client relationships while ensuring compliance with regulatory guidelines.
As a Client Service Specialist in the Private Bank, you will manage daily client transactions, monitor cash balances, handle corporate actions, and address client inquiries. You will collaborate with bankers and other professionals to provide excellent service, ensuring compliance with internal policies and regulations while looking for cross-sell opportunities.
The Vice President, Client Advisor will lead client acquisition and retention, providing comprehensive wealth management solutions. Responsibilities include advising on investments, banking, and trust services while developing and maintaining strong client relationships. The role requires significant experience in private banking and excellent problem-solving skills.
As a Cash Equities Middle Office - Client Service Analyst, you will be the primary point of contact for clients on operations, managing market risk for trading activities, and ensuring compliance with regulations. Responsibilities include reconciling transactions, producing reports, liaising with various teams, and maintaining operational control over client trades.
As a Client Advisor at J.P. Morgan, you will drive new client acquisition and retention, providing comprehensive wealth management solutions. You will manage client relationships, develop tailored investment plans, and collaborate with internal specialists to deliver exceptional service while adhering to risk and regulatory guidelines.
As a Client Advisor at J.P. Morgan, you will lead client acquisition and retention, providing comprehensive wealth management solutions and managing client relationships. Responsibilities include advising on investments, banking needs, and ensuring adherence to regulatory guidelines while collaborating with internal specialists to fulfill client objectives.
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