Strategic Client Success Manager

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Volunteer opportunities

Employee resource groups

Innovation and Transformation focus

Job summary

JPMorgan Chase & Co. in Chicago seeks a Client Success Officer to be the bridge between our Commercial & Investment Bank clients and internal teams. You will coordinate with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC to enhance client experience and retention.

You will oversee onboarding for new clients, manage escalations, and support growth initiatives. Travel up to 20% may be required; role is on-site in Chicago with a focus on service excellence.

Qualifications

• Bachelor’s degree and/or 5+ 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.
• Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change.
• 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.
• 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.
• Address and coordinate the set-up, invoice and billing for treasury and cash management products.
• 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

Client relations

Project coordination

Treasury products knowledge

Communication

Team leadership

Education

Bachelor's degree

MBA

PMP Certification

Tools

Excel

PowerPoint

WebEx/Zoom

Job description

JPMorgan Chase & Co. in Chicago seeks a Client Success Officer to be the bridge between our Commercial & Investment Bank clients and internal teams. You will coordinate with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC to enhance client experience and retention.

You will oversee onboarding for new clients, manage escalations, and support growth initiatives. Travel up to 20% may be required; role is on-site in Chicago with a focus on service excellence.