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Use the Date Posted filter to view jobs posted within the last 24 hours.
Top Customer Success Jobs in NYC, NY
Fintech • Social Impact • Financial Services
As a Client Relationship Manager, you will cultivate relationships with financial advisors, ensuring excellent client experiences and improving service processes while aligning client needs with Ethic's sustainable investment solutions.
Top Skills:
Equity Investments
Fintech • Social Impact • Financial Services
The Client Success Associate manages client relationships and supports advisors with portfolio proposals, ensuring exceptional client service and ongoing account management.
2 Days Ago
Fintech • Social Impact • Financial Services
The Director of Client Portfolio Management will lead the portfolio solutioning for institutional clients, managing relationships and providing updates on portfolios, while collaborating with various teams for client experience enhancement.
Top Skills:
Financial PlanningPortfolio ManagementSustainable Investing
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