Customer Success Associate I
Job Location:
Jersey, NJ - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
As a Customer Success Associate in the TA Ops team you will be working in a fast-paced environment handling various tasks such as booking/reviewing subscriptions and redemptions moving cash for Clients/Funds/Investors and reviewing KYC/AML. You will b collaborate with Accounting technology Client service and product teams to implement change and deliver the best results for our business. You will learn all about the Transfer Agency world and be Audit Ready at all times
- Helps execute product adoption expansion and retention activities to support a healthy customer base
- Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
- Investigates and resolves customer issues in a timely and efficient manner
- Tracks and analyzes key metrics to measure customer success
- 2 years of experience or equivalent expertise in customer success or a relevant domain area
- Strong verbal and written communication skills
- Comfortable using technology with a willingness to learn new technological skills programs and tools
- Demonstrated analytical skills and critical thinking ability
- Bachelors degree required
- Degree in business discipline preferred
- Preferably experience with a Fund Administrator Hedge Fund or Private Equity Fund
- Extensive working knowledge of Microsoft Office products including Word Excel (vlookups etc.) and Outlook
Required Experience:
IC
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
