Client Success Senior Associate - Tech/Startup Banking
JPMorgan Chase & Co.
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
- Assist in relationship review documents, visualizations from data sets
- Maintain ongoing relationship management routines
- Manage project meetings for large client implementations and create and
- 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
* MBA
- PMP or other Project Management Certifications
- Ability to provide quantifiable management reporting
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