Champion and support your teammates' success and the goals of the bank, while fostering a culture ... Embrace digital innovations to help clients become more digitally confident and bank when, where ...
Champion and support your teammates' success and the goals of the bank, while fostering a culture ... Embrace digital innovations to help clients become more digitally confident and bank when, where ...
Champion and support your teammates' success and the goals of the bank, while fostering a culture ... Embrace digital innovations to help clients become more digitally confident and bank when, where ...
Champion and support your teammates' success and the goals of the bank, while fostering a culture ... Embrace digital innovations to help clients become more digitally confident and bank when, where ...
Champion and support your teammates' success and the goals of the bank, while fostering a culture ... Embrace digital innovations to help clients become more digitally confident and bank when, where ...
Champion and support your teammates' success and the goals of the bank, while fostering a culture ... Embrace digital innovations to help clients become more digitally confident and bank when, where ...
Account Manager, Commercial Manufacturing
Bend, OR · On-site +1
The Account Manager, Commercial Manufacturing will drive the expansion of Serán's commercial ... Strong sense of ownership and accountability for client success and revenue outcomes * Demonstrated ...
Account Manager, Commercial Manufacturing
Bend, OR · On-site +1
The Account Manager, Commercial Manufacturing will drive the expansion of Serán's commercial ... Strong sense of ownership and accountability for client success and revenue outcomes * Demonstrated ...
The Account Manager, Commercial Manufacturing will drive the expansion of Serán's commercial ... Strong sense of ownership and accountability for client success and revenue outcomes * Demonstrated ...
Quick apply
The Account Manager, Commercial Manufacturing will drive the expansion of Serán's commercial ... Strong sense of ownership and accountability for client success and revenue outcomes * Demonstrated ...
The Account Manager, Commercial Manufacturing will drive the expansion of Seran's commercial ... Strong sense of ownership and accountability for client success and revenue outcomes * Demonstrated ...
The Account Manager, Commercial Manufacturing will drive the expansion of Seran's commercial ... Strong sense of ownership and accountability for client success and revenue outcomes * Demonstrated ...
To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: * UNCAPPED EARNING POTENTIAL * AGGRESSIVE ...
To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: * UNCAPPED EARNING POTENTIAL * AGGRESSIVE ...
To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: * UNCAPPED EARNING POTENTIAL * AGGRESSIVE ...
To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: * UNCAPPED EARNING POTENTIAL * AGGRESSIVE ...
Client Solutions Manager
$100K/yr
To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: * UNCAPPED EARNING POTENTIAL * AGGRESSIVE ...
Client Solutions Manager
$100K/yr
To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: * UNCAPPED EARNING POTENTIAL * AGGRESSIVE ...
Housing Advocate
Bend, OR · On-site
$28.03/hr
Additionally, the Housing Advocate maintains precise client documentation and collaborates closely with the Client Services Manager to facilitate client success. Requirements Required * Associate ...
Housing Advocate
Bend, OR · On-site
$28.03/hr
Additionally, the Housing Advocate maintains precise client documentation and collaborates closely with the Client Services Manager to facilitate client success. Requirements Required * Associate ...
ASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS MANAGER
Bend, OR · On-site
$100 - $155/hr
Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve ... Assist in managing client 401(k) plans: helping with setting up the plans, reviewing quarterly and ...
New
ASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS MANAGER
Bend, OR · On-site
$100 - $155/hr
Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve ... Assist in managing client 401(k) plans: helping with setting up the plans, reviewing quarterly and ...
New
ASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS MANAGER
Bend, OR · On-site
$100K - $155K/yr
Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve ... Administer payroll tax and related registrations for various States. * Assist in managing client ...
ASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS MANAGER
Bend, OR · On-site
$100K - $155K/yr
Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve ... Administer payroll tax and related registrations for various States. * Assist in managing client ...
Client Manager - Personal Insurance
Bend, OR · On-site
$41K - $55K/yr
... management solutions according to their client's unique circumstances. In your career at MMA, you ... We will give you access to mentorship, training, resources, and development to ensure your success ...
Client Manager - Personal Insurance
Bend, OR · On-site
$41K - $55K/yr
... management solutions according to their client's unique circumstances. In your career at MMA, you ... We will give you access to mentorship, training, resources, and development to ensure your success ...
Data Center Advisory - Technical Associate/Manager
Bend, OR · Remote
$170K/yr
This role provides oversight and execution of data center consulting projects, ensuring that client ... Clear communication, sound judgment, and a commitment to quality are critical to success in this ...
Quick apply
Data Center Advisory - Technical Associate/Manager
Bend, OR · Remote
$170K/yr
This role provides oversight and execution of data center consulting projects, ensuring that client ... Clear communication, sound judgment, and a commitment to quality are critical to success in this ...
Data Center Advisory - Technical Associate/Manager
Bend, OR · Remote
$170K/yr
This role provides oversight and execution of data center consulting projects, ensuring that client ... Clear communication, sound judgment, and a commitment to quality are critical to success in this ...
Quick apply
Data Center Advisory - Technical Associate/Manager
Bend, OR · Remote
$170K/yr
This role provides oversight and execution of data center consulting projects, ensuring that client ... Clear communication, sound judgment, and a commitment to quality are critical to success in this ...
KTVZ Account Executive
Bend, OR · On-site
... digital marketing tactics -- including targeted streaming television -- from Central Oregon ... client-focused account management, we want to hear from you. Our sales staff enjoys a supportive ...
KTVZ Account Executive
Bend, OR · On-site
... digital marketing tactics -- including targeted streaming television -- from Central Oregon ... client-focused account management, we want to hear from you. Our sales staff enjoys a supportive ...
KTVZ Account Executive
Bend, OR · On-site
... digital marketing tactics -- including targeted streaming television -- from Central Oregon ... client-focused account management, we want to hear from you. Our sales staff enjoys a supportive ...
KTVZ Account Executive
Bend, OR · On-site
... digital marketing tactics -- including targeted streaming television -- from Central Oregon ... client-focused account management, we want to hear from you. Our sales staff enjoys a supportive ...
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration ... By managing responsibilities effectively and aligning their efforts with firm values, they ...
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration ... By managing responsibilities effectively and aligning their efforts with firm values, they ...
Tax Senior Manager
Bend, OR · On-site
... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...
Tax Senior Manager
Bend, OR · On-site
... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...
... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...
... client services. At Sorren, we believe that success is a shared journey. Our culture fosters ... By managing responsibilities effectively and aligning their efforts with firm values, they ...
Digital Client Success Manager information
See Bend, OR salary details
$15.3K - $29.6K
0% of jobs
$29.6K - $44K
2% of jobs
$44K - $58.3K
9% of jobs
$58.3K - $72.7K
12% of jobs
$74K is the 25th percentile. Wages below this are outliers.
$72.7K - $87K
19% of jobs
The median wage is $93.3K / yr.
$87K - $101.3K
18% of jobs
$101.3K - $115.7K
11% of jobs
$119.3K is the 75th percentile. Wages above this are outliers.
$115.7K - $130K
18% of jobs
$130K - $144.3K
7% of jobs
$144.3K - $158.7K
2% of jobs
$158.7K - $173K
2% of jobs
$15.3K
$98K
$173K
How much do digital client success manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a digital client success manager, and why are they important?
What is a digital client success manager?
What is the difference between Digital Client Success Manager vs Customer Success Manager?
| Aspect | Digital Client Success Manager | Customer Success Manager |
|---|---|---|
| Credentials | Relevant certifications in digital marketing, SaaS, or customer success | Similar certifications in customer success or account management |
| Work Environment | Primarily digital platforms, remote or hybrid settings | Office-based or remote, client-facing roles |
| Employer & Industry | Tech, SaaS, digital marketing agencies | Tech, SaaS, various service industries |
| Search & Comparison Intent | Often compared for digital-focused roles | Broader customer success roles |
The Digital Client Success Manager focuses on managing client relationships primarily through digital channels, emphasizing online engagement and SaaS solutions. In contrast, the Customer Success Manager may handle a wider range of client interactions, including in-person meetings and broader industries. Both roles require similar skills and certifications but differ mainly in their digital focus and work environment.
How does a digital client success manager typically collaborate with other departments to ensure client satisfaction?
- Customer Success Manager
- Remote Customer Success
- Scaled Customer Success Manager
- Customer Success Manager Remote
- Ehr Customer Success Manager
- Client Success Manager
- Customer Success Project Manager
- Overnight Virtual Customer Success Manager
- Urgently Hiring Senior Customer Success Manager
- Remote Senior Customer Success Manager
J.P. Morgan Wealth Management - Private Client Advisor - Bend, OR
Bend, OR • On-site
Full-time
Medical, Retirement
Re-posted 9 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP) certification is preferred
- Bachelor's degree preferred
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US