At JPMorgan Chase & Co., you will serve as a Client Success Senior Associate, acting as the central hub of communication to build deep and lasting relationships with our most complex Commercial Bank clients across the country. You will be a key liaison for CIB clients, partnering closely with Bankers, Treasury Management Officers, and Client Service, Implementations, and KYC teams to deliver an enhanced client experience and play an important role in executing the firm’s retention, growth, and client experience strategies.
What You'll Do
- Contribute to strategic client reviews, long-term planning, and partner with Banking and Sales on growth opportunities.
- Manage and resolve client escalations and issues.
- Help coordinate and project manage product implementations and service-related needs.
- Assist in creating relationship review documents and visualizations from data sets.
- Maintain ongoing relationship management routines.
- Manage project meetings for large client implementations and create/manage plans for projects like migrations and year-end pricing changes.
- Work with Risk partners on elements of risk management, including fraud prevention.
- Help coordinate and facilitate RFP responses and participate where applicable.
- Coordinate with the banking team to participate in sales pitches for prospect clients to demonstrate the value of our service model.
- Apply knowledge of treasury and cash management products to address and coordinate the resolution of setup, invoice, and billing issues.
- Coordinate with Bankers and operational partners to assist with onboarding new clients and periodic client renewals.
What We're Looking For
- A Bachelor’s degree and/or 3+ years of equivalent prior work experience in Business Operations, Client Services, or Sales Support.
- Comprehensive knowledge of Treasury Products and Services.
- Proven client interaction skills to calibrate and manage client expectations.
- Proven proficiency in managing client problem resolution, delivering solutions, and mobilizing internal resources to resolve issues.
- Ability to motivate cross-functional teams and interact with all organizational levels, including senior management, sales, IT, operations, product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, and compliance.
- Working knowledge of the Microsoft Office suite, including Project, PowerPoint, and Excel.
- Demonstrated team building skills, ability to work in a team environment, and experience managing conflict and adapting to change.
- Comfort using technology like WebEx, Zoom, and other collaboration tools for enhanced client discussions.
Nice to Have
- An MBA.
- PMP or other Project Management Certifications.
- Ability to provide quantifiable management reporting.
Technical Stack
- Microsoft Office suite (Project, PowerPoint, Excel)
- WebEx
- Zoom
Team & Environment
You will work within the Commercial & Investment Bank (CIB), supporting Sr. team Members and partnering closely with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams.
Benefits & Compensation
- Competitive total rewards package including base salary.
- Commission-based pay and/or discretionary incentive compensation for eligible roles.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
Base salary is determined based on the role, experience, skill set, and location.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We do not discriminate on the basis of any protected attribute.
