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

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 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.

The Director of Relationship Management leads the team to foster client relationships, develop strategies, resolve conflicts, and enhance client satisfaction.

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.

The Senior Associate, Client Success Manager fosters client relationships, coordinates with teams to deliver campaigns, and identifies growth opportunities. Responsible for onboarding, performance monitoring, and client feedback processes.

As a Partnerships Associate, support relationship management with payment network partners, lead initiatives for digital wallets, improve reporting, and analyze data-driven solutions.

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.

The Customer Success Associate manages relationships with financial institutions, assists in strategic planning, coordinates process improvements, and ensures customer satisfaction through effective communication and troubleshooting.

The Revenue Operations Manager will enhance post-sales operations, drive customer value, analyze performance trends, manage resource allocation, and ensure data accuracy.

The Disputes Analyst will handle the lifecycle of dispute cases, communicate with customers, and collaborate with teams to resolve disputes and recover financial losses.

Lead and coach a team of CX Associates, oversee daily operations, monitor performance metrics, and improve customer experience. Collaborate with other departments and act as an escalation point for complex cases.