Client Success Officer, Vice President
Company: JPMorganChase
Location: Chicago
Posted on: April 1, 2026
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Job Description:
Description 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 Officer within
the Commercial & Investment Bank, you will serve as a key liaison
for Commercial & Investment Bank 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 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 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
Address and coordinate the set-up, invoice and billing for treasury
and cash management products 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 Required qualifications, skills and
capabilities Bachelor’s degree and/or 5&43; 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 Demonstrated team building skills and ability
to work in a team environment along with experience in managing
conflict and adapting to change 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 Comfort in using technology such
as WebEx, Zoom and other collaboration tools for enhanced client
discussions Preferred Qualifications: MBA PMP or other Project
Management Certifications Ability to provide quantifiable
management reporting Joining our diverse and innovative global
organization will provide you with endless opportunities for career
and personal growth. Become a part of our many Business Resource
Groups, employees who come together on topics such as ethnicity,
gender, age, accessibility, special interests and more Help the
community through expansive volunteer opportunities Join one of our
focus groups aimed at Innovation and Transformation, creating the
future experience for our clients and employees 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.
Keywords: JPMorganChase, Elgin , Client Success Officer, Vice President, Accounting, Auditing , Chicago, Illinois
