Senior Client Success Partner - Banking Relationships

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Success Sr. Associate to support senior team members and serve as a key liaison for Commercial & Investment Bank clients across the country.

The role partners with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver enhanced client experience and revenue growth. The position emphasizes handling escalations, coordinating product implementations, and maintaining ongoing client relationships while collaborating

Qualifications

• Bachelor’s degree and/or 3+ years of equivalent 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

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

Skills

Treasury knowledge

Client interaction

Cross-functional teamwork

Problem resolution

Stakeholder management

MS Office

Project coordination

Communication

Education

Bachelor’s degree

MBA

Tools

Excel

PowerPoint

WebEx

Zoom

Job description

JPMorgan Chase & Co. is seeking a Client Success Sr. Associate to support senior team members and serve as a key liaison for Commercial & Investment Bank clients across the country.

The role partners with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver enhanced client experience and revenue growth. The position emphasizes handling escalations, coordinating product implementations, and maintaining ongoing client relationships while collaborating