Top Customer Success Jobs in NYC, NY
As an Investment Specialist, you will support client investment reviews, prepare investment product recommendations, assist with investment policy statements, and strengthen client relationships while adhering to security procedures.
As a Senior Client Associate at J.P. Morgan Advisors, you will support Financial Advisors and clients through client onboarding, account maintenance, and investment recommendations. Your duties will include client communication, maintaining compliance standards, and performing operational tasks to enhance client experiences. You will also represent the Financial Advisor team across various business functions and engage in local and technology team meetings.
The Life Insurance Specialist will support advisors at J.P. Morgan Private Bank by utilizing life insurance solutions to satisfy client investment and income needs. Responsibilities include managing advisor campaigns, building relationships, conducting educational calls, collaborating on goals-based plans, and maintaining effective partnerships to achieve firm objectives.
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The Origination/Client Manager will structure, negotiate, and execute complex leveraged finance transactions, engaging with clients and investors during syndication processes. Responsibilities include financial analysis, preparing marketing materials, legal documentation negotiations, and presenting transactions to committees while managing client relationships effectively. The role involves up to 20% travel for client meetings and deal roadshows.
The Investment Specialist is responsible for conducting quantitative analyses of investment portfolios for ultra-high net worth clients in Mexico. This role involves financial modeling, portfolio analysis, and providing tailored investment advice, requiring fluency in Spanish and managing client relationships.
The Client Experience Specialist will enhance client relationships by delivering high-touch service, assisting with banking needs, managing the lending process, and collaborating with Relationship Managers on client inquiries and marketing activities.
As a specialist in the Latam Sovereigns and Multilaterals team, you will structure, price, and execute customized financial products for public sector clients, such as Central Banks and Governments, while developing strong relationships and collaborating with internal teams.
As a Client Service Group Manager, you will oversee the sales support and administrative staff, manage training processes, and drive strategic initiatives for the J.P. Morgan Advisors branch. You are responsible for staff recruitment, performance reviews, and coordinating with functional groups on improvement initiatives.
Elevate the customer journey, drive product adoption and retention, conduct proactive account meetings, guide customers through onboarding process, track key success metrics.
The Vice President, Client Partner leads strategic relationships with brands to enhance Chase's Offers & Shopping business by driving revenue through innovative marketing campaigns. The role involves collaborating with cross-functional teams, building a sales pipeline, and acting as a consultative resource for clients.
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