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Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.

• Lead the Customer Success team, providing mentorship and professional development.
• Design and deliver onboarding programs and training sessions for smooth product adoption.
• Serve as the primary liaison for key accounts, providing strategic guidance.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Supports client relationships and engagements, ensuring deliverables align with client needs to drive retention and growth.
• Contributes to campaigns, builds relationships, and presents Fetch’s offerings.
• Applies tools and workflows to improve accuracy and efficiency in client delivery, leveraging AI-enabled tools.

Fetch empowers consumers to live rewarded throughout their day by earning rewards for buying brands they love, and a whole lot more.

• Meet with clients 1:1 to provide support, training, product knowledge, and account reviews.
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk.
• Act as an advocate for the client's needs and speak confidently and professionally with clients.

Ylopo, LLC is a marketing and technology company providing internet marketing services and lead generation and engagement software to real estate agents. They offer personal development, mentorship, and recognition within a supportive and caring environment dedicated to continuous learning and growth.

• Lead Client Relationship & Delivery Success, oversee transition from implementation to PPS, and serve as primary point of contact.
• Drive Client Adoption, Value and Growth by monitoring adoption trends, leading business reviews, and identifying upsell opportunities.
• Enable Operational Excellence by maintaining client documentation in Salesforce, collaborating with teams, and contributing to best practices.

CrossCountry Consulting is an advisory firm that provides solutions spanning accounting and risk, technology-enabled transformation, and transactions. They partner with clients to solve challenges and deliver present and future value, and have earned awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

• Provide administrative support across client-facing operations.
• Manage inbound and outbound communications and update CRM systems.
• Maintain regulatory compliance and support cross-department efforts.

Sentry Credit is a company specializing in collections operations.

• Ensure seamless onboarding, transition, and conversion experience for financial services clients.
• Manage data migration, system setup, and documentation.
• Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

• Partner closely with Account Executives, clients, key partners, and internal teams.
• Play a key role in building long-term, trusted relationships with clients.
• Deliver accurate, timely service and drive operational excellence.

Myriad360's mission is to challenge and enable their employees to achieve great things. They believe in cultivating an atmosphere of inclusion and providing an environment that enables every employee to work to the best of their ability.

• Serve as the primary point of contact for clients and develop strong relationships with key stakeholders.
• Understand clients' business objectives and help them achieve their goals by providing expert guidance and advice.
• Proactively identify and address client concerns and issues, and develop solutions to improve their experience.

Insight Assurance is a global audit firm on a mission to transform how organizations achieve cybersecurity and compliance.

In the Client Success Agent role, you will empower clients to take control of their financial future. Provide exceptional voice support in an unscripted environment for clients enrolled in the debt settlement program. Build positive rapport with the client base by discussing complex financial situations and maintaining accurate account documentation.

National Debt Relief was founded in 2009 with the goal of helping an expanding number of consumers deal with overwhelming debt.

• Conduct targeted outreach campaigns across key verticals.
• Partner with sales and business development to support the end-to-end sales process.
• Analyse revenue drivers across client segments to inform pricing and packaging strategies.

Griffin is a bank for companies who want to build and launch financial products. They are a technology platform and a bank: fully regulated, API-first, developer-centric, and purpose-built to serve innovative fintechs and brands who want to build and embed financial products.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

Troubleshoot complex product and technical issues to determine severity and scope and respond accordingly. Manage issues and questions escalated from Customer Support, Account Management, and Implementation teams. Educate and empower customers to maximize use of products, tools, and services.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

Configure Omada systems and monitor internal readiness for customer onboarding/offboarding. Manage the lifecycle of reporting requests, providing updates to CSMs and customers. Investigate, triage, and resolve cases from external customers and internal stakeholders.

Omada Health is on a mission to inspire and enable people everywhere to live free of chronic disease.

The Associate Customer Success Manager builds strong relationships with customers and delivers solutions in a one-to-many model. They identify customer needs and coordinate internally to ensure timely solutions are delivered. In this role, you will assist new OSV customers through the readiness process for Workday services.

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services.

• Owns and delivers joint customer success plan, to help build, grow, and expand client relationships.
• Act as a Trusted Advisor and Business Partner, providing strategic guidance and a “path to value” to customer Executive Leadership.
• Leverage PointClickCare customer success methodology that provides a prescriptive relationship management experience.

PointClickCare is a healthcare technology company. They provide solutions for the long-term and post-acute care industry, helping healthcare providers manage patient data and improve care outcomes. No information on size or company culture is provided in the job description.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Manage Support requests through email, phone, and chat channels
• Conduct troubleshooting calls, chats, and emails
• Interface with Product/Engineering to meet user needs

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action. They value diversity and are committed to creating an inclusive environment for all their employees.

• Partner with clients to ensure the successful implementation and adoption of Traackr.
• Build strong customer relationships, optimizing product usage.
• Drive measurable success for clients through the delivery of tailored solutions and support.

Traackr is a global SaaS technology company providing a data-driven influencer marketing platform that marketers use to optimize investments, streamline campaigns, and scale programs. They are a remote-first company with a team of kind, driven, and respectful humans from around the world that operate on a culture of mutual respect.

• Work directly with clients to ensure success.
• Manage client-related activities of critical importance to the long-term relationship with the client.
• Maximize client’s product and service satisfaction to retain the client base.

Informa connects customers to information and people that help them know more, do more and be more, running around 800 events each year.