Customer Success - Associate I

JPMorgan Chase & Co. • New York, NY

19h

About The Position

Team up with a diverse array of teams and elevate your skillset to champion
customer journeys and craft unparalleled customer experiences.

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,

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.
• These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
• Additional details about total compensation and benefits will be provided during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level