JobID: 210551841
Category: Customer Success
JobSchedule: Full time
Posted Date: 2024-09-03T15:50:50+00:00
JobShift: Day
Base Pay/Salary: Jersey City,NJ $117,800.00-$185,000.00; New York,NY $117,800.00-$185,000.00
Elevate the customer journey by translating product insights into lasting relationships and harness your expertise in proactive collaborations, onboarding, and product evolution.
As a Customer Success Manager in Alternative Funds Services AML/KYC team, you develop and maintain customer relationships that make our product value propositions a reality. Build and maintain strong relationships with our customers and understand their individual needs and goals as a core contributor of the team.
Job responsibilities
* Lead our team of AML/KYC specialists, who gather, review and maintain required Anti-Money Laundering (AML) / Know Your Customer (KYC) information and legal documentation to meet regulatory and internal guidelines
* Ensure KYC information is accurate in order to meet client production targets while maintaining appropriate service levels and meeting client KPIs
* Facilitate client due diligence while coordinating with other JPM stakeholders who have client commitments
* Discuss and escalate complex issues surrounding client/investor types and structures, and other AML risk-related issues with Compliance partners
* Review data integrity and perform quality review of new and existing AML profiles
* Identify opportunities to improve processes and tools through engagement with transformation partners
* Guide customers through the onboarding process, leveraging a deep understanding of our products and their capabilities, including new features and other enhancements
* Track key success metrics and provides data and feedback to the Product team to inform new features and priorities
Required qualifications, capabilities, and skills
* Demonstrated ability to influence product adoption and customer retention
* Excellent communication and interpersonal skills with the ability to effectively engage and influence stakeholders across all levels
* Proven ability to learn new technologies and teach it to others
Preferred qualifications, capabilities, and skills
* Alternative Investment Funds legal documentation requirements and understanding
* 10+ years of experience or equivalent expertise in Anti-Money Laundering/Know Your Customer or Compliance roles, preferably within Alternative Funds Services
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