Client Success Senior Associate

Responsibilities

• Serve as a key liaison for Commercial Bank clients, managing relationships and coordinating product implementations.
• Partner with Commercial Bankers and Treasury Management Officers to execute business development and retention strategies.
• Manage and resolve client escalations and issues by mobilizing internal resources.
• Coordinate project management for large client implementations, migrations, and service-related needs.
• Contribute to strategic client reviews, long-term planning, and RFP responses.
• Assist in the onboarding of new clients and periodic renewals by coordinating with KYC and Client Data Management teams.
• Maintain relationship management routines and assist with relationship review documentation.

Requirements

• Bachelor’s degree and/or 3+ years of experience in Business Operations, Client Services, or Sales Support.
• Comprehensive knowledge of Treasury Products and Services.
• Proven ability to manage client expectations and resolve complex problems.
• Proficiency in Microsoft Office suite (Excel, PowerPoint, Project).
• Experience using collaboration tools such as WebEx or Zoom.
• Ability to work effectively with cross-functional teams including Sales, IT, Operations, and Legal.

Preferred Qualifications

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

About the Company

JPMorgan Chase & Co. is a leading global financial services firm and one of the oldest financial institutions in the world. We provide innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands.