Top Fintech Customer Success & Experience Jobs in Chicago, IL

The Client Service Representative manages client relationships, processes legal documents, and provides exceptional service to meet client needs while ensuring timely delivery of services.

Manage customer upgrades to the combined Flywire-Sertifi system, drive adoption and change management, deliver training and onboarding, collaborate cross-functionally, use ChurnZero/Salesforce/Zendesk for account management, and identify upsell opportunities to maintain strong account health.

The Compliance Analyst will draft policies, manage compliance processes, oversee surveillance, interact with regulators, and support operational procedures.

As a Trade Desk Representative, you'll provide effective customer service, assisting customers with option orders, execution, and trading software inquiries while utilizing strong interpersonal skills.

Manage and resolve customer claims escalations for disability services, ensuring customer satisfaction through investigations and collaborations with internal teams.

The Desktop Systems Engineer I will manage workstation configurations, deploy and maintain operating systems, troubleshoot issues, and mentor junior staff. They will also handle security upgrades and collaborate on cross-team projects.

Manage client onboarding processes, documentation, and communication with various teams to optimize client investment strategies and ensure satisfaction.

Manage client relationships and drive product adoption at leading asset management firms through effective onboarding and proactive support, collaborating with sales and internal teams.

The Solutions Engineer role focuses on technical sales support, solution design, product demonstrations, and relationship management to ensure client success with Bectran's platform.

As a Care Manager, you will guide English and Spanish speaking families through loss-related tasks, provide support through multiple channels, and innovate processes for improved service delivery.