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Top Customer Success Jobs in Los Angeles, CA
2 Days AgoSaved
Fintech • Financial Services
Manage client relationships, oversee customer operations, ensure compliance, and lead a team to achieve business objectives and enhance client satisfaction.
Top Skills:
Compliance MonitoringFinancial ServicesRisk Management
Reposted 7 Days AgoSaved
Fintech • Financial Services
Lead international Treasury Management strategies, engage clients in complex discussions on payment solutions, and oversee pricing proposals in a global context.
Top Skills:
Swift For Corporates
Fintech • Financial Services
Assist Financial Advisors with client service and operational tasks, manage client accounts, and coordinate marketing efforts. Must maintain FINRA licenses.
Top Skills:
Microsoft Office Suite
Fintech • Financial Services
The Personal Banker will enhance customer relationships by offering banking products, assisting with account services, and ensuring compliance with regulations. They facilitate a high standard of customer service and support financial success.
Fintech • Financial Services
Assist Financial Advisors with client service and operational tasks, facilitate requests, track referrals, and provide systems support. Act as a liaison for clients and contribute to serving and growing client relationships.
Top Skills:
MS Office
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Fintech • Financial Services
As an Associate Personal Banker, you'll build customer relationships, assist with account openings, propose suitable products, and maintain customer service excellence while complying with financial regulations.
Fintech • Financial Services
The Associate Personal Banker role involves providing customer service, assisting in account management, and ensuring compliance with banking regulations while building relationships with customers.
Fintech • Financial Services
As a Personal Banker, you'll build customer relationships, assist with account openings, provide product options, and ensure compliance with banking regulations.
Fintech • Financial Services
As an Associate Personal Banker, you will provide exceptional customer service, assist with account openings, and offer financial products. You will build relationships and work collaboratively to meet customer needs, all while adhering to policies and regulations.
Fintech • Financial Services
The Senior Small Business Banking Relationship Manager develops and manages relationships with small business customers, assesses financial needs, and recommends relevant products. This role involves prospecting and collaborating to resolve customer issues while ensuring portfolio growth and risk management.
Top Skills:
MS Office
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