Best suited to candidates with experience in client relationship management and treasury operations working in the Healthcare Services domain.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from JPMorgan Chase
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 (CIB) you will support Senior team Members and serve as a key liaison for CIB 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 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 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 opportunitiesManage/resolve client escalations and issuesHelp the coordination and project management of product implementations and service related needsAssist in relationship review documents, visualizations from data setsMaintain 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 applicableCoordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service modelPossess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issuesCoordinate 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 SupportComprehensive knowledge of Treasury Products and Services Proven client interaction skills to calibrate & manage client expectationsProven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issuesAbility 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 ExcelDemonstrated 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
MBAPMP 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.
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
Source: JPMorgan Chase careers