J.P. Morgan
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 you will support Sr. team Members and serve as a key liaison for Commercial & Investment Bank 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 Senior Associate 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 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.
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As a Client Success Senior Associate within the Commercial & Investment Bank you will support Sr. team Members and serve as a key liaison for Commercial & Investment Bank 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 Senior Associate 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 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.
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