Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Sponsor Backed Client Success Manager

JPMorganChase

Job Description Enjoy managing complex client relationships? Blurring the lines between Commercial and Private Banking? This role will meld the two areas and be the primary point of contact with one or more of our Sponsor Backed Client groups. As a Sponsored Backed Client Success Manager within Global Services at JPMorganChase, you will use effective communication and relationship management skills to ensure an exceptional level of client satisfaction. You will embody “The J.P. Morgan way” of intent-driven Client Service. This role will be at the center of the core Steward Team to help build deep and lasting relationships with our most complex JPM clients across the country. The Client Success Manager (CSM) is a critical role in the execution of the firm’s strategy around the Sponsor Group relationship and its retention, growth, and client experience strategies, including great accountability to deliver on broader organizational service and revenue expansion. You will be an important partner for Sponsor Payments Executives, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other JPMC Leaders, and you will work effectively in a team-oriented environment in order to deliver a seamless and integrated approach to client servicing. Job Responsibilities Provide Clients and prospects with unparalleled insights and first-class service by managing/resolving client escalations and issues Act in a straightforward and responsive manner using clear communications and behaviors with the clients best interests in mind Provide insights and offer unique intelligence that matters to each client Contribute to strategic client reviews and long-term planning by partnering with the Sponsor Payment Executive to uncover servicing and growth opportunities Help the coordination and project management of product implementations with an eye to being a steward of the positive client experience Assist in relationship reviews, Sponsor Account Review Committee (SpARC) briefings with Senior Leadership, client experience data analysis and reporting of trends Help manage projects for large client implementations and set the trajectory for key client projects such as exception pricing, bulk processing, fraud practice efficacy or payments optimization Work with key partners in the JPM Universe for certain elements of risk management or address gaps in servicing Help aggregate, coordinate or track PortCo client survey responses and participate in the solution building as part of the Action Plan to improve the client experience Coordinate with Sponsor or PortCo market partners to participate in pitches for prospect clients to show the value add of the service model Coordinate with the Sponsor Payment Executive, Onboarding Program Managers, PortCo Bankers, PortCo Client Service Professionals or other key partners to assist with onboarding/integrating new clients or to assist with periodic client renewals Required Qualifications, Skills And Capabilities Bachelor’s degree and/or minimum 8 years of equivalent prior work experience in Relationship Management Proven client interaction skills to calibrate & manage client expectations Ability to work both independently and as a team player Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues Excellent communication skills, both written and oral Ability to multi-task and manage priorities effectively Ability to adapt to a rapidly changing business and technology environment Exceptional problem-solving skills Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases Have operational and functional knowledge of treasury and cash management products to be able to address and coordinate the resolution of set‑up, invoice and billing issues Experience or working knowledge of Products in deposit, banking, treasury management, credit, and capital markets to potentially send referrals to our partners Preferred Qualifications, Skills And Capabilities MBA or Project Management Certification is a plus Experience or working knowledge of investment offerings, specifically the Private Equity market, is preferred About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About The Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr JPMorganChase

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Sponsor Backed Client Success Manager in Charlotte, NC vacancy
  • Enjoy managing complex client relationships?Blurring the lines between Commercial and Private Banking? This role...  ...primary point of contact with one or more of our Sponsor Backed Client groups. As a Sponsored Backed Client Success Manager within Global Services at JPMorgan... 
    Suggested
    Work experience placement
    Work at office

    JPMorgan Chase & Co.

    Charlotte, NC
    2 days ago
  •  ...Job Description Enjoy managing complex client relationships? Blurring the lines between Commercial...  ...point of contact for Financial Sponsors as they grow their portfolio of...  ...with JP Morgan. As a Sponsored Backed Client Success Manager within Global Services at JPMorgan... 
    Suggested
    Work at office

    JPMorgan Chase & Co.

    Charlotte, NC
    more than 2 months ago
  • JPMorgan Chase in Charlotte, NC is seeking a Client Success Manager to manage complex client relationships and ensure client satisfaction. The role involves resolving client issues, contributing to strategic reviews, and coordinating client onboarding. Required qualifications... 
    Suggested

    TwinThread

    Charlotte, NC
    4 days ago
  •  ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide...  ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors... 
    Suggested
    Full time

    Globe Life: Moore Organizations

    Charlotte, NC
    2 days ago
  •  ...plastex’s capabilities, services, and value to customers and vendors create and deliver plastex presentations for sales meetings and client discussions develop visual materials, layouts, and renderings to support sales conversations assist with quoting and pricing... 
    Suggested

    Insight Global

    Charlotte, NC
    2 days ago
  • $60k - $65k

    Base pay range $60,000.00/yr - $65,000.00/yr Your Role at Ethico The Client Success Manager will support the onboarding, adoption, and expansion efforts of our SaaS platform. This role will assist in managing client accounts, building relationships, understanding customer... 
    Full time
    Flexible hours
    Shift work

    Ethico

    Charlotte, NC
    2 days ago
  • $80k - $105k

     ...analysis, accelerate settlement decisions, and manage high‑volume inventories that were...  ...and a deep understanding of both data and client needs. We’re a collaborative, high‑ownership...  ...together. What You’ll Do The Client Success Manager plays a critical role in shaping... 
    Work at office

    Pattern Data

    Charlotte, NC
    2 days ago
  •  ...signatures, and initiating onboarding processes. Plan, lead, and run client intake and kickoff calls, ensuring expectations are clearly set...  ...are defined. Act as the ongoing point of contact for clients, managing day-to-day communications, addressing issues proactively, and... 

    Search Solution Group

    Charlotte, NC
    1 day ago
  • $10 per hour

     ...Infosys is seeking an Associate Client Partner for the Banking and Financial Services...  ...The Associate Client Partner typically manages a single account or a sub portfolio within...  ...revenue from go-to-market solutions being sponsored by the business unit. • Work closely... 

    Infosys

    Charlotte, NC
    3 days ago
  • A leading benefits management firm is seeking an Associate Account Manager to manage client accounts and ensure high levels of customer service. Responsibilities include fostering relationships with clients and brokers, monitoring CRM tasks, and supporting new client implementations... 

    FloresHR

    Charlotte, NC
    2 days ago
  • $105k - $135k

     ...analysis, accelerate settlement decisions, and manage high-volume inventories that were...  ...and a deep understanding of both data and client needs. We’re a collaborative, high-ownership...  ...day. What You’ll Do As a Senior Client Success Manager, you will own and grow a book of... 
    Work at office

    Pattern Data

    Charlotte, NC
    2 days ago
  • Client Success Director, Legal page is loaded## Client Success Director, Legalremote type: Hybrid...  ...relationship.* Align with Account Managers to ensure success plans, commercial priorities...  ...it matters most. We believe in giving back and supporting our communities with paid... 
    Local area
    Remote work
    Worldwide
    Flexible hours

    Intapp, Inc.

    Charlotte, NC
    2 days ago
  • $60k - $80k

     ...leading training firm in Charlotte, North Carolina, is seeking a Client Service Manager to enhance strategic partnerships and drive revenue growth....  ...0 to $80,000 per annum, reflecting the importance of client retention and program success. #J-18808-Ljbffr Training The Street

    Training The Street

    Charlotte, NC
    1 day ago
  • $50k - $55k

    Group Management Services, Inc. is seeking a full-time Benefits Account Manager in Charlotte, NC. This role involves preparing and delivering benefits renewals, managing client relationships, and providing excellent customer service. Candidates should have 1-2 years of... 
    Full time

    Group Management Services, Inc.

    Charlotte, NC
    15 hours ago
  • $15 - $18.69 per hour

     ...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of...  ...products and scheduling future appointments. Manage the finances by maintaining accurate...  ...pursue continuing education opportunities. Back-Up Child and Elder Care & Family Support... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours
    Afternoon shift

    Banfield

    Charlotte, NC
    2 days ago
  • $65k - $90k

     ...Rd, Suite 1200, Charlotte, NC 28210, USA Hybrid Field - Client Relationship Management Full-Time Requisition #: CLIEN002265 Description...  ...required annual compliance tasks. Facilitate client (plan sponsor) and participant inquiries and service requests proactively... 
    Full time
    Work experience placement
    Home office
    Flexible hours

    Mutual of America

    Charlotte, NC
    3 days ago
  •  ...perform these essential functions. Provides client support and customer service on day-to-...  ...to ensure retention Works with Plan Sponsors, Brokers, Registered Investment Advisors...  ...Communication Skills Independent Time Management Diplomatic Creative Problem Solver... 

    Ascensus

    Charlotte, NC
    2 days ago
  •  ...one. At Colliers it’s not our success that sets us apart, it’s how...  ...always do what’s right for our clients, people and communities. Why...  ...duties, and transactional management with a high level of business...  ...basis. The employer will not sponsor applicants for work visas. Applications... 
    Full time
    Local area
    Visa sponsorship
    Work visa

    Colliers

    Charlotte, NC
    15 hours ago
  • Jacobs in Charlotte, North Carolina, is looking for a Project Manager in transportation and highway design. You will serve as the primary contact for NCDOT and municipal clients, manage multiple design projects, and drive strategic initiatives across North Carolina. The... 

    Jacobs

    Charlotte, NC
    3 days ago
  • A leading retirement company is seeking a Wealth Client Relationship Manager in Charlotte. This role involves collaborating with Wealth Management Advisors to enhance client relationships and financial solutions. Ideal candidates will have at least 2 years of financial... 

    TIAA

    Charlotte, NC
    4 days ago
  •  ...Service, LLC in Charlotte, NC is seeking a Customer Experience Manager to drive customer satisfaction and renew contracts within the academic...  ...committed to delivering exceptional service and improving client relationships within the Greek House food service industry. #J... 
    Remote job
    Full time

    Upper Crust Food Service, LLC

    Charlotte, NC
    2 days ago
  • Nuveen seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors in Charlotte, NC. This role involves managing client...  ...The position emphasizes collaboration, effective communication, and a commitment to client success. #J-18808-Ljbffr Nuveen

    Nuveen

    Charlotte, NC
    1 day ago
  • $300k - $350k

    A top executive search firm is seeking a Sr. Client Partner specializing in strategic IT Services. This remote opportunity focuses on...  ...account plans, leveraging 7+ years of sales experience in IT or Managed Services with an entrepreneurial mindset. Competitive... 
    Remote job

    Treeline Inc

    Charlotte, NC
    4 days ago
  •  ...Job Description Job Description Resilience360 Advisory - Job Posting #368 Position: Professional Services Client Delivery Manager – EM, COOP, & BCM Status: W2 Contract (Potential to stay Contract or Convert to Permanent after a 90-day Probationary Period)... 
    Permanent employment
    Contract work
    For contractors
    Live in
    Local area

    Resilience360 Advisory

    Charlotte, NC
    10 days ago
  • $160k - $190k

     ...account(s)across thefinancial servicesindustry Partner with your client(s) to help influence strategic direction and identify ways...  ...direction for that growth Provide oversight andgovernanceof all sold/managed engagements Drivebusiness developmentwith the proper... 
    Temporary work
    Local area

    Slalom

    Charlotte, NC
    2 days ago
  • A recruitment and staffing firm is seeking an Associate, Client Success to join their Charlotte team. This role involves managing client relationships, supporting hiring workflows, and identifying opportunities for account growth. The ideal candidate has at least 1 year... 

    Search Solution Group

    Charlotte, NC
    4 days ago
  • TIAA is seeking a Wealth Client Relationship Manager in Charlotte, North Carolina. This role involves partnering with Advisors and high-net-worth...  ...and a strong work ethic. Join us to contribute to client success and be part of an equal opportunity employer. #J-18808-Ljbffr... 

    TIAA

    Charlotte, NC
    4 days ago
  • Overview The Client Services Partner is a strategic leader responsible for shaping and...  ...leaders and team members on relationship management and service excellence. Strategic Leadership...  .... Support proposal development, client success story development, and strategic... 

    ENFRA LLC

    Charlotte, NC
    1 day ago
  • A leading global financial services firm is seeking a Client Service Associate to manage high-level client relationships. You will be responsible for...  ...capability in leveraging technology for operational success. This role offers opportunities for career growth and involvement... 

    JPMorgan Chase & Co.

    Charlotte, NC
    2 days ago
  •  ...seen exceptional growth and success, much of which is due to our...  ...digital features and efficient back‑office processes. We are looking...  ...to join our team, build client relationships, and work with...  ...working closely with Product Management and Engineering to support these... 
    Temporary work
    Worldwide

    Starling Bank Limited

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sponsor Backed Client Success Manager. Be the first to apply!