JP Morgan Chase & Co.

Client Success Senior Associate - Tech/Startup Banking

JP Morgan Chase & Co.$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree and/or 3+ years in Business Operations, Client Services, or Sales Support.
  • Comprehensive knowledge of Treasury Products and Services.
  • Proven client interaction skills and ability to manage expectations.
  • Experience in problem resolution and mobilizing resources effectively.
  • Ability to motivate cross-functional teams and work with all organizational levels.
  • Proficient in Microsoft Office, including Project, PowerPoint, and Excel.
  • Familiarity with collaboration tools like WebEx and Zoom.

Responsibilities

  • Contribute to strategic reviews and identify growth opportunities for clients.
  • Manage and resolve client escalations and issues efficiently.
  • Coordinate project management for product implementations and service needs.
  • Assist in creating relationship review documents based on data visualizations.
  • Maintain routine relationship management practices for ongoing client satisfaction.
  • Lead project meetings for large implementations and migration planning.
  • Work with Risk partners on elements of risk management, including fraud prevention.

Benefits

  • Opportunity to work with complex Commercial Bank clients nationally.
  • Development of strong partnerships with bankers and treasury officers.
  • Engagement in client retention and growth strategies.
  • Exposure to broad operational and management areas within banking.
  • Flexibility to work in a collaborative team environment.
  • Professional development opportunities, including potential project management certifications.
Full Job Description
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.  As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison for Commercial Bank clients. This role will work closely with Commercial 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 Officer 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 Officer will be a critical partner for Commercial 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. 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

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For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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