Client Success Senior Associate - Healthcare Services

JPMorgan Chase; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Client Success Senior Associate for our Commercial & Investment Bank division in Charlotte, NC. This role partners with Bankers, Treasury Management Officers, and KYC teams to deliver outstanding client experiences and support revenue growth.

You will coordinate product implementations, manage escalations, and help drive client reviews while working across multiple internal teams to ensure a high standard of service and risk management.

Qualifications

• Bachelor's degree or equivalent with 3+ years in Business Operations/Client Services/Sales Support.
• Comprehensive knowledge of Treasury Products and Services.
• Proven client interaction skills and ability to manage expectations.
• Proven problem resolution skills and mobilizing internal resources to resolve issues.
• Ability to motivate cross-functional teams and interact with all organizational levels.
• Proficient in Microsoft Office (Project, PowerPoint, Excel).
• Demonstrated team-building and adaptability in a changing environment.
• Comfort with collaboration tools like WebEx/Zoom for client discussions.

Responsibilities

• Contribute to strategic client reviews and long-term planning with Banking and Sales on growth opportunities.
• Manage and resolve client escalations and issues.
• Coordinate project management of product implementations and service needs.
• Assist in relationship review documents and data visualizations.
• Maintain ongoing relationship management routines.
• Manage meetings for large client implementations and plan migrations or pricing changes.
• Coordinate with Risk partners for risk management tasks including fraud prevention.
• Assist with RFP responses and participate in RFPs when applicable.
• Support onboarding of new-to-bank clients and periodic renewals with Banking and KYC teams.

Skills

Client relationships

Cross-functional

Project coordination

MS Office

Communication skills

KYC knowledge

Treasury products

Education

Bachelor's degree

MBA

Tools

Microsoft Project

Excel

PowerPoint

Job description

Be the hub of communication and help build deep and lasting relationships with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Senior team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.

Job Responsibilities

• Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
• Manage/resolve client escalations and issues
• Help the coordination and project management of product implementations and service related needs
• Assist in relationship review documents, visualizations from data sets
• Maintain ongoing relationship management routines
• Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
• Work with Risk partners for certain elements of risk management including fraud prevention.
• Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
• Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
• Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
• Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals

Required qualifications, skills and capabilities

• Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
• Comprehensive knowledge of Treasury Products and Services
• Proven client interaction skills to calibrate & manage client expectations
• Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
• Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
• Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, skills and capabilities

• MBA
• PMP or other Project Management Certifications
• Ability to provide quantifiable management reporting

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

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

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