at J.P. Morgan
Bulge Bracket Investment BanksPosted 24 days ago
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**Summary:** As a Customer Success Associate I, you'll drive customer growth and retention by executing product adoption strategies, resolving customer issues, and collaborating cross-functionally to deliver exceptional experiences in a fast-paced, audit-ready, and tech-savvy environment. Located in Brooklyn, NY, this role demands 2+ years of relevant experience, strong communication skills, and a willingness to learn new technologies.
- Compensation
- Not specified
- City
- Brooklyn
- Country
- United States
Currency: Not specified
Full Job Description
Location: Brooklyn, NY, United States
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
- Bachelor's 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
