Top Customer Success Jobs in San Francisco Bay Area, CA
Client Experience Specialist role in the Consumer and Community Banking division at JPMorgan Chase, responsible for providing white glove service, supporting Relationship Managers, deepening client relationships, managing lending processes, and assisting with marketing activities.
Provide business support to Financial Advisors and their clients. Responsible for client onboarding, account maintenance, investment recommendations, and administrative duties. Act as a liaison between various teams within the firm. Must have a Bachelor's degree or equivalent experience and obtain Series 7 & 66 licenses.
Lead a team of Client Onboarding professionals to implement Treasury Products and Services, manage team performance, support client escalations, and develop internal initiatives. Maintain a client-first culture, manage client and partner expectations, and build strong relationships with key partners. Utilize management reports and metrics to ensure team success and adherence to policies and procedures.
Featured Jobs
Passionate Relationship Manager with 5 years of financial services experience, dedicated to building high-net-worth client relationships across banking, lending, and investments. Responsible for delivering exceptional client experiences, driving sales growth, and ensuring holistic financial solutions. Required Series 7 and 66 licenses. Hybrid work schedule in San Francisco, CA.
As a Senior Client Associate at J.P. Morgan Advisors, provide dedicated business support to Financial Advisors and clients, handle client onboarding and account maintenance, make investment recommendations, and support various financial products and applications. Act as a liaison between different business units and participate in firm and regional initiatives.
Top Companies in San Francisco Bay Area, CA Hiring Customer Success Roles
See All
All Filters
No Results
No Results
