James Walker
About James Walker
James Walker is a Customer Success Manager at CCC Intelligent Solutions, where he has worked since 2018. He has a background in finance and client services, having held various roles at companies such as BNY Mellon and New York Life Insurance Company.
Work at CCC Intelligent Solutions
James Walker has been employed at CCC Intelligent Solutions as a Customer Success Manager since 2018. In this role, he focuses on enhancing customer satisfaction and ensuring clients achieve their desired outcomes with the company's solutions. His experience in customer success allows him to effectively address client needs and foster long-term relationships.
Previous Experience in Financial Services
James Walker has a diverse background in the financial services industry. He worked as a Financial Services Professional at MassMutual Financial Group for 9 months in 2014. Prior to that, he served as a Licensed Agent at Mutual of Omaha for 6 months in 2013. He also held positions as a Licensed Agent at New York Life Insurance Company for 6 months in 2013 and as a Financial Representative Intern at Northwestern Mutual from 2012 to 2013.
Experience at BNY Mellon
James Walker worked at BNY Mellon as a Client Onboarding and Tax Representative for 7 months in 2017 to 2018. His responsibilities included managing client onboarding processes and handling tax-related inquiries, contributing to the overall efficiency of client services in the Syracuse, New York area.
Education and Expertise
James Walker studied at Le Moyne College, where he earned a Bachelor of Business Administration (BBA) with a focus on Finance and Information Systems. He completed his secondary education at Liverpool High School. His educational background provides him with a strong foundation in business principles and financial management.