JPMorganChase · 1 day ago
Sponsor Backed Client Success Manager
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse client base. The Sponsor Backed Client Success Manager will manage complex client relationships, ensuring exceptional client satisfaction while collaborating with various internal teams to drive client retention and growth strategies.
Asset ManagementBankingFinancial 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
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
Preferred
MBA or Project Management Certification is a plus
Experience or working knowledge of investment offerings, specifically the Private Equity market, is preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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