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

As a Client Partner, you'll drive customer adoption, provide product expertise, solve issues, and foster relationships to ensure clients maximize Hebbia's AI platform benefits.

The Senior Client Success Manager will manage strategic client relationships, translate insights into product development, and improve client outcomes through innovative processes.

Provide exceptional client support via phone, email, and chat. Collaborate with internal teams to resolve client issues, develop support materials, and optimize processes. Manage client relationships and train new staff effectively.

Lead complex enterprise customer implementations, manage relationships, oversee data migrations, and navigate operational challenges, driving successful outcomes at Trayd.

The Sr. Relationship Manager will develop strategic relationships with key clients, ensuring client retention and driving growth through effective communication and collaboration with cross-functional teams.

Lead strategic partnerships with US banks, owning relationship strategy and commercial outcomes. Structure institutional partnerships and navigate regulatory frameworks for digital assets and payment solutions.

The IT Support Senior Analyst provides technical support for customer needs, including account management, digital certificate support, and application troubleshooting, while progressively handling complex technical issues and investigations.

The Solutions Analyst will bridge technical capabilities with business needs, analyzing requirements and providing tailored solutions. Duties include collaborating with sales, engaging clients, and ensuring optimal implementation of Apex's fintech solutions.

The Advisor Services Analyst/Associate supports financial advisors through transactions, builds relationships by understanding workflows, and enhances service efficiency via automation and collaboration with internal teams.

As an eData Risk Guide, you will enhance risk management processes, collaborate with stakeholders, and develop risk reporting for Capital One's Enterprise Services.