Top Customer Success & Experience Jobs in Chicago, IL

Provide client-facing operational support for investment accounting and reporting. Manage inquiries, validate investment data, complete account setup and reconciliation tasks, collaborate with internal teams, prioritize work by metrics, and assist in training junior staff to ensure timely, accurate client outcomes.

Serve as primary client contact for large institutional clients, managing day-to-day engagement, monitoring client health, resolving escalations, and coordinating cross-functional teams. Perform operational tasks (account setup, reconciliations, month-end lockdowns), support onboarding and transitions, drive platform adoption and growth, and funnel feedback to product and operations. Leverage AI tools to streamline processes and improve service delivery.

Manage and deepen client relationships for large institutional clients, ensuring accurate reporting, operational performance, and service delivery. Oversee client health and delivery metrics, mentor analysts, provide client training, resolve inquiries, drive product adoption, collaborate with sales, and relay client feedback to improve operations and product offerings.

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.

Manage end-to-end client relationships for hedge fund clients, oversee daily engagement and operational performance, resolve escalations, coordinate onboarding/product/tech teams, provide workflow consultation, drive client retention and growth, conduct quarterly reviews, and ensure clients achieve measurable success.

The Service Delivery Manager manages client relationships in financial services, ensuring client satisfaction, overseeing daily reporting, and providing training and guidance.

The Service Delivery Manager engages with clients, ensures satisfaction, manages operational performance, provides reporting support, and enhances client relationships while leading a high-performing team.

The Account Service Delivery Manager engages with clients, ensuring satisfaction and operational performance, while guiding analysts and enhancing client relationships.