Top Customer Success Jobs in San Francisco Bay Area, CA
As a Senior Client Associate at J.P. Morgan Advisors, you will support Financial Advisors by managing client onboarding, account maintenance, and communication. You will interface with clients to assist with investment recommendations, coordinate various financial services, and perform administrative tasks while ensuring compliance with firm policies.
As a Senior Client Associate at J.P. Morgan Advisors, you will support Financial Advisors by providing client onboarding, account maintenance, and investment recommendations. You will build and maintain client relationships while ensuring compliance with regulatory policies. Daily tasks include communication with clients, performing operational duties, and participating in team meetings to support business initiatives.
The Client Experience Specialist will provide exceptional service to clients, assisting them with banking needs and supporting Relationship Managers. Responsibilities include managing client onboarding, analyzing banking relationships, completing loan applications, and coordinating marketing activities to deepen client relationships.
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The Private Client Relationship Manager will manage and maintain high-net-worth client relationships by providing exceptional service and targeted advice. Responsibilities include developing new client relationships, networking to generate investment leads, ensuring proposed solutions meet client needs, and collaborating across various business lines.
The Client Specialist on the Commercial Term Lending team supports Client Managers by facilitating the application process, resolving customer issues, and developing treasury services knowledge. Responsibilities include managing loan pipelines, coordinating marketing efforts, and ensuring high customer service standards for real estate professionals.
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