Top Customer Success Jobs
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 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.
Featured Jobs
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.
As a Client Service Associate in Equity Derivatives, you will monitor client trades from booking to settlement, interact with clients and operational staff, resolve discrepancies, and leverage analytics to improve processes and client relationships.
The Customer Success Manager at J.P. Morgan is responsible for driving product adoption, guiding customers through onboarding, conducting account meetings, and tracking success metrics to enhance client experiences. This role focuses on understanding customer needs and delivering high-quality product experiences.
The Customer Success Manager will elevate customer relationships within the Identity Access Management sector by ensuring product adoption, facilitating onboarding, conducting regular account meetings, and collecting customer feedback. The role involves driving engagement, recognizing customer needs, enhancing product features, and promoting a customer-centric approach to ensure satisfaction and retention.
The Client Onboarding Transfer Specialist Vice President manages the end-to-end onboarding experience for JP Morgan Chase clients, leading project teams in implementing treasury products and maintaining strong client relationships. This role emphasizes client satisfaction, risk management, and efficient communication between clients and internal stakeholders.
As a Senior Client Associate at J.P. Morgan Advisors, you will support Financial Advisors by managing client onboarding, maintaining accounts, executing trades, and providing personalized service. Your role involves direct client interaction, financial recommendations, and facilitating communication among advisors, compliance, and various business units. You will be expected to thrive independently in a fast-paced environment and deliver tailored solutions to client needs.
The Client Service Associate will assist in onboarding clients to the FICC eTrading Application, ensure smooth enablement, and resolve technical issues. Responsibilities include managing client queries, coordinating with operational teams, and supporting the trading platforms. This role involves data analysis to improve business processes and requires strong communication and analytical skills.
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