Client Success Officer

JPMorgan Chase & Co.; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Travel 20%

Job summary

JPMorgan Chase & Co. in Plano, TX, seeks a Client Success Officer in the Commercial & Investment Bank to own end-to-end client relationships across banking, treasury, implementation and KYC, delivering an enhanced experience.

You will leverage data, problem solving and clear communication to surface insights, tailor solutions, and drive timely decisions, while coordinating onboarding, migrations, and service delivery for complex clients. Travel up to 20% to visit clients may be required.

Qualifications

• Bachelor’s degree and/or 6+ years of experience in Business Operations, Client Services, and/or Sales Support.
• Clear, effective communication tailored for diverse audiences.
• Comprehensive knowledge of treasury products with strong client interaction.
• Extensive project management experience coordinating cross-functional deliverables.
• Proven ability to lead through influence and align stakeholders at all levels.
• Demonstrated emotional intelligence and executive presence.
• Strong data literacy to interpret data and present visuals.

Responsibilities

• Partner with Banking and Sales for strategic reviews, long-term planning, and growth opportunities.
• Own day-to-day client relationship management routines for assigned complex clients.
• Coordinate product migrations and service-related needs across teams.
• Participate in project meetings for large client implementations and track milestones.
• Resolve client escalations by mobilizing internal partners and driving timely decisions.
• Create and present relationship review materials and data-driven visuals.
• Coordinate RFP responses and sales pitches, translating service value for clients.
• Manage multiple priorities and deadlines across client portfolios.
• Consult, improve, and elevate client routines and service delivery.
• Discuss product offerings with clients and highlight capabilities.
• Leverage technology to offer solutions that improve operations.

Skills

Client relationship management

Cross-functional collaboration

Data literacy

Executive presence

Project management

Stakeholder management

Communication skills

Time management

Problem solving

Adaptability

Education

Bachelor’s degree or equivalent

MBA (preferred)

PMP or other project management certification (preferred)

Tools

CRM systems

KYC tools

Job description

• Business Unit Commercial & Investment Bank
• Posting Date 09/03/2026, 05:06 PM
• Locations 8181 Communications Pkwy Bldg B, Plano, TX, 75024, US
• Job Schedule Full time
• Job Shift Day

Job Description

Make a measurable impact on how our most complex Commercial & Investment Bank (CIB) clients experience JPMorganChase—every interaction, every milestone, every escalation.
In this role, you help turn complexity into clarity by connecting teams and strengthening long-term partnerships. You will leverage data, practical innovation, consultative partnership, and emotional intelligence to improve outcomes for clients and internal stakeholders.

As a Client Success Officer within the Commercial & Investment Bank, you own the end-to-end client relationship for some of our most complex clients, partnering across banking, treasury, implementation, service, and Know Your Client (KYC) to deliver an enhanced client experience.
You help us retain and grow key relationships by bringing structure to onboarding and implementations, resolving issues quickly, and communicating clearly with confidence and empathy. U se data and practical problem-solving to surface insights, tailor solutions, and continuously improve how we serve clients.

Job Responsibilities

• Partner with Banking and Sales to support strategic client reviews, long-term planning, and growth opportunities.
• Own day-to-day client relationship management routines for assigned complex client relationships, including discussing product offerings highlighting capabilities and differences.
• Partner with others to provide coordination and project management for product migrations and service-related needs.
• Participant in project meetings for large client implementations and monitor actionable plans, milestones, and follow-ups.
• Resolve client escalations by mobilizing internal partners, setting clear expectations, and driving timely decisions with appropriate assertiveness.
• Create and present relationship review materials and data-driven visuals that communicate performance, trends, and drivers clearly.
• Coordinate, contribute to, and present RFP responses and sales pitches, translating the service model into clear value for prospects and clients.
• Apply strong time management to prioritize competing client needs, manage deadlines, and maintain consistent follow-through.
• Consult, improve, and elevate client routines and service delivery through a growth
• Discuss product offerings, highlighting capabilities, differences and potential offerings directly with clients.
• Leverage technology to offer solutions to clients that elevate and improve operating activities

Required Qualifications, Capabilities and Skills

• Bachelor’s degree and/or 6+ years of equivalent experiencein Business Operations, Client Services, and/or Sales Support.
• Clear, effective communication skills(verbal and written), with the ability to tailor messaging for in-person, virtual, and executive-level audiences.
• Comprehensive knowledge of treasury products and services, paired withstrong client interaction skillsto calibrate and manage client expectations.
• Extensive project management experience, including coordinating cross-functional deliverables for implementations and client needs while managing multiple priorities and deadlines.
• Proven ability to lead through influenceand align stakeholders at all levels (including senior management and cross-functional teams) to drive decisions and deliver outcomes.
• Demonstrated emotional intelligence and executive presence, including empathy and resilience — to build trust, navigate ambiguity, and lead effectively across senior stakeholders.
• Strong data literacy, including the ability to interpret data and translate insights into clear visuals and talking points.
• Sound judgmentin setting expectations, escalating appropriately, and driving timely decisions.
• Effective time management, including managing multiple priorities and deadlines across clients and stakeholders.
• Ability to navigate evolving business requirements, tools (such as AI), and operating models, driving adoption and continuous process improvement.

Preferred Qualifications, Capabilities and Skills

• MBA
• PMP or other project management certifications

Travel required (20%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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 ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.