Senior Client Success Specialist – Corporate Banking

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 74,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Success Senior Associate in Charlotte, NC (and other locations) to build strong relationships with Commercial & Investment Bank clients.

You will support senior team members and coordinate with bankers, treasury officers, and KYC teams to enhance the client experience across implementations and ongoing partnerships. The role emphasizes client retention, growth, and service delivery, with heavy cross-functional collaboration and opportunities to drive

Qualifications

• 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

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 products knowledge

Client interaction

Problem resolution

Cross-functional teamwork

MS Office (Project, PowerPoint, Excel)

Team building

Virtual collaboration tools (WebEx, Zο

Education

Bachelor’s degree

MBA (preferred)

Tools

Microsoft Project

PowerPoint

Excel

Job description

JPMorgan Chase & Co. is seeking a Client Success Senior Associate in Charlotte, NC (and other locations) to build strong relationships with Commercial & Investment Bank clients.

You will support senior team members and coordinate with bankers, treasury officers, and KYC teams to enhance the client experience across implementations and ongoing partnerships. The role emphasizes client retention, growth, and service delivery, with heavy cross-functional collaboration and opportunities to drive