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Chase · 1 day ago

Sponsor Backed Client Success Manager

4201 Congress St, Charlotte, NC, 28209, US

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions and is seeking a Sponsor Backed Client Success Manager. This role involves managing complex client relationships and ensuring exceptional client satisfaction while contributing to the execution of the firm’s strategy around Sponsor Group relationships.

BankingFinancial Services

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

Qualification

Relationship ManagementClient Problem ResolutionTreasury Management KnowledgeMicrosoft Office SuiteCommunication SkillsMulti-taskingProject Management CertificationInvestment Offerings KnowledgeTeam PlayerAdaptabilityProblem-solving

Required

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