Top Customer Success Jobs
Provide dedicated business support to Financial Advisors and clients, handling client onboarding, account maintenance, investment recommendations, and more. Serve as a liaison between various business units and actively participate in firm initiatives.
As a Client Service Group Manager, you will oversee the sales support and administrative staff while managing training and process improvements to facilitate growth. Your responsibilities include recruitment, onboarding, conducting performance reviews, and supervising human resource issues in alignment with firm policies.
As a Client Advisor Support Associate within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. Your responsibilities will span across the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions. Your excellent communication, analytical, and organizational skills will be key in this role.
Featured Jobs
Elevate the customer journey by translating product insights into lasting relationships, driving content engagement, and leveraging strategic content initiatives to enhance product utility. Develop and maintain customer relationships, conduct account meetings, guide customers through onboarding, and track key success metrics to inform product and content teams.
Client Service Associate role in the Digital & Platform Services team of J.P. Morgan's Corporate & Investment Bank. Responsible for providing exceptional client service, L1 technical troubleshooting, and utilizing domain knowledge in Markets Operations. Collaborates cross-functionally to improve client experience through data insights and root cause analysis. Requires strong communication, organizational skills, attention to detail, and ability to handle complexity and ambiguity.
As a Retail Collections Specialist II at Chase in Columbus, OH, you will handle inbound and outbound calls to collect on overdrawn or past due accounts. This role requires strong communication, negotiation, and decision-making skills in a fast-paced call center environment. Minimum 2 years of customer interaction experience and high school diploma or GED required.
As a Client Service Senior Associate, you'll manage relationships with Commercial Bank clients, resolve client requests, and provide solutions related to treasury and cash management products. You'll work closely with clients to enhance satisfaction and drive efficiency while gathering insights to improve service offerings.
As a Collections Specialist II at Chase, you will be responsible for taking inbound and outbound calls to collect on overdrawn or past due accounts. Fluency in Spanish and English is required, along with customer interaction experience and computer skills. This role involves working in a metrics-driven environment to build rapport with customers and find solutions to help them.
As a Senior Accessibility Specialist in the Digital Accessibility Team at JPMorgan Chase, you will lead the drive towards innovative and accessible digital experiences for all customers. Responsibilities include identifying accessibility barriers, recommending solutions, verifying mobile applications and websites, documenting findings, collaborating with cross-functional teams, and advocating for inclusive design. Required qualifications include 3+ years of experience in driving accessibility in digital programs, knowledge of various technologies, and hands-on experience with Assistive Technology.
Client Advisor Support Analyst responsible for preparing presentations, working on investment proposals, coordinating with global teams, managing client onboarding activities, updating client information, and analyzing data to identify opportunities for process improvement. Requires 2+ years of experience, stakeholder engagement, Tableau and PowerPoint skills, AI/ML/BI tools experience, and client management understanding.
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