5 client success associate jobs at 5 companies in North Carolina
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Client Success Operations Associate
Raleigh, North Carolina, United States
HybridFull Time
Versana: N industry-backed digital data serving participants in syndicated loan and private credit markets.
3+ YOE3+ years syndicated lending experience preferred, customer success/startup background, strong problem solving and communication, CRM exposure, understanding of financial products, experience in customer-facing roles and process planning.
SSR: Engineering design, consulting, and commissioning firm.
12+ YOEBachelor's or Master's in Engineering (or equivalent experience), 12 years relevant experience, proven success leading A/E pursuits, pricing and proposal expertise, CRM familiarity, strong client relationship and mentoring skills.
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
6+ YOESix-plus years in private banking or financial services, bachelor's degree, Series 7, Series 66, and insurance licenses. Requires sales success, financial expertise, client focus, and strong communication skills.