Top Customer Success Jobs in Bengaluru, KA
Request to replace leaver on the USPB Relationship Onboarding team which has seen a 10% increase in total volumes since H2 2023. Capacity gap of ~5 FTE globally. Automation efforts include RO BOT for ticket allocation.
As a Transactions Specialist, responsible for reviewing and repairing checks and deposits, ensuring high accuracy levels, processing DDA transactions, and maintaining confidentiality. Must have 2-6 years of experience in the Financial Services industry.
As a Client Advisor Support Associate within the J.P. Morgan Private Bank, you will play a crucial role in supporting Private Bank Advisors and operating as an extension of the global team. Your responsibilities will span across the sales lifecycle, from lead generation to client onboarding and engagement. You will provide fully integrated intelligence, connecting all touch points across the client lifecycle to help promote new client acquisition as well as deepening of books of existing clients. This role offers the opportunity to leverage your strong knowledge of asset classes and fund strategies, and your ability to understand complex financial situations and present solutions. Your excellent communication, analytical, and organizational skills will be key in this role.
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Lead teams of technologists in end-to-end testing execution of payment services products, ensure operational stability and availability, troubleshoot and resolve issues, drive incident resolution, and review SOPs. Requires 5+ years of IT services experience, strong communication skills, knowledge of payment operations, stakeholder management, quality check, and proficiency in various software/tools.
The Transactions Specialist III will be responsible for individual and team tasks in the banking industry, focusing on US Checks and Payments. They must have strong attention to detail and communication skills, ability to compare and verify data, and work under pressure to meet deadlines. Familiarity with banking products is a plus.
Assist client-facing teams in ensuring client KYC records are compliant with regulatory standards, conduct due diligence activities, gather client documents, and assist in KYC risk factor analysis. Engage with various stakeholders and work on migration projects. Maintain confidentiality and provide high standards of customer service.
Client Advisor Support Analyst responsible for preparing presentations, working on investment proposals, coordinating with global teams, managing client onboarding activities, updating client information, and analyzing data to identify opportunities for process improvement. Requires 2+ years of experience, stakeholder engagement, Tableau and PowerPoint skills, AI/ML/BI tools experience, and client management understanding.
Business & Ops Specialist responsible for Travel & Expense auditing activities, reviewing exceptions, monitoring payment rejections, responding to queries, proposing process improvements, sharing data with stakeholders, and maintaining a customer service approach.
Take a lead role in acquiring, managing, and retaining meaningful relationships to deliver outstanding customer experiences. Responsible for ensuring adherence to KYC and AML policies, conducting reviews of client documentation, screening against relevant lists, and maintaining confidentiality of client information.
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