Top Financial Services Customer Success & Experience Jobs in New York City, NY

The Senior Relationship Manager will manage client relationships, ensure high standards of client experience, conduct meetings, and mentor teams while analyzing client data and industry trends.

Assist the marketing and sales teams by supporting campaign execution, conducting market research, and optimizing marketing processes during a 10-week hybrid internship.

The Enterprise Customer Success Manager will oversee customer relationships, drive adoption and revenue, and collaborate across teams to enhance product value and optimize performance.

The Business Operations Analyst will manage partner onboarding processes, coordinate across departments, improve reporting templates, and support broader business operations initiatives.

The role involves managing compliance programs including SOC and GDPR, leading audits, and building a compliance culture within the organization.

The IT Support Specialist provides onsite technical assistance, manages SaaS applications, handles inventory, and ensures cybersecurity compliance while offering excellent customer service.

In this role, you'll partner with account executives to address technical hurdles, conduct demos, and manage proof of concept exercises, along with architecture reviews and scoping solutions for implementation.

The role involves resolving client inquiries, collaborating with internal teams, preparing service desk for new features, improving client experience, and team leadership.

As a Teller, you will process transactions, provide customer support, minimize risks, and help meet financial needs while building relationships.

The Client Services Associate supports institutional clients by ensuring their operational needs are met, enhancing client satisfaction through proactive service, troubleshooting, and system onboarding.

The Vice President, Client Success Team Lead will build and lead client success teams, focusing on maximizing revenue growth through an engaging client experience and collaboration with cross-functional teams.

Manage relationships with Square's largest Food & Beverage sellers, promoting account growth through tailored solutions and strategic insights. Drive customer satisfaction and serve as a liaison to product teams.

The Support Analyst in Financial Operations monitors client transactions, handles inquiries, utilizes Zendesk for managing requests, supports liquidity management, and optimizes operational processes.