Top Customer Success & Experience Jobs in Chicago, IL

Provide operational support and client relationship management for investment accounting clients. Handle inquiries on financial statements, reconciliations, account setup, compliance, and reporting. Validate investment data, use internal tools and third-party data, manage workflows to meet quality metrics, resolve complex queries, support projects, and coach junior staff.

Manages client service delivery, engagement, reporting, operational performance, and service metrics for financial services clients. Oversees issue resolution, client training, relationship development, feedback collection, and coordination with sales and support teams. Provides analyst mentorship and identifies opportunities to improve product usage, reduce support costs, and expand client services. Requires financial services and investment accounting knowledge, strong communication, organizational, documentation, and problem-solving skills, plus five or more years of experience.

Leads client servicing teams and strategic asset management relationships. Oversees talent management, client escalations, onboarding transitions, operational risk, performance metrics, revenue opportunities, and cross-functional collaboration with product, development, sales, and delivery teams. Serves as a subject matter authority on asset management operations, investment accounting, and book-of-record solutions while driving client satisfaction, retention, and business results.

Provides operational and client support for investment accounting and financial reporting matters. Responsibilities include resolving client inquiries, validating investment data, supporting account setup and compliance tasks, reconciling transactions, managing workflows, collaborating across teams, and assisting with training junior staff. The role requires finance or accounting experience, knowledge of investment products and financial statements, strong communication, organization, documentation, and problem-solving skills.

Provides operational and client support for hedge fund and investment accounting customers. Manages inquiries, reporting, account setup, compliance, reconciliations, and investment data validation. Builds client relationships, resolves complex issues, prioritizes workflow using quality metrics, and collaborates on long-term projects. Supports training and oversight of junior staff while applying knowledge of financial statements, investment accounting, fixed income, equities, and internal reconciliation tools.

Provide operational and client support for hedge fund investment accounting and financial reporting matters. Manage inquiries, account setup, compliance, reconciliations, data validation, and workflow prioritization while collaborating with clients and internal teams. Resolve complex issues using internal tools and documentation, maintain strong client relationships, participate in long-term projects, and support training and oversight of junior staff.