Customer Success - Associate I
JPMorgan Chase & Co., Jersey City, NJ, United States
Overview
Team up with a diverse array of teams and elevate your skillset to champion customer journeys and craft unparalleled customer experiences.
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 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.
Responsibilities
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
Required qualifications, capabilities, and skills
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
Bachelor's degree required
Preferred qualifications, capabilities, and skills
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
#J-18808-Ljbffr
Team up with a diverse array of teams and elevate your skillset to champion customer journeys and craft unparalleled customer experiences.
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 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.
Responsibilities
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
Required qualifications, capabilities, and skills
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
Bachelor's degree required
Preferred qualifications, capabilities, and skills
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
#J-18808-Ljbffr