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JPMorganChase · 14 hours ago

Client Success Senior Associate

2118 E Elliot Rd, Tempe, AZ, 85284, US

Full-time

Hybrid

Mid Level

3+ years exp

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. They are seeking a Client Success Senior Associate to support Senior team Members and serve as a key liaison for Commercial & Investment Bank clients, enhancing client experience and executing retention and growth strategies.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

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 service related needs

Assist in relationship review documents, visualizations from data sets

Maintain 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 applicable

Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model

Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues

Coordinate 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

Qualification

Treasury Products KnowledgeClient Interaction SkillsProject ManagementMicrosoft Office SuiteTeam Building SkillsMBAPMP CertificationQuantifiable ReportingCollaboration Tools

Required

Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support

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 solutions; ability to mobilize internal resources to move quickly to resolve issues

Ability 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 Excel

Demonstrated 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

MBA

PMP or other Project Management Certifications

Ability to provide quantifiable management reporting

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

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees