Client Success Officer

JPMorgan Chase & Co. • Chicago, IL

5h • $104,500 - $165,000

About The Position

As a Client Success Officer on the Client Success team, you manage end-to-end post-sales relationships for a portfolio of complex clients. You work closely with coverage, product, implementation, service, operations, risk, and control stakeholders to deliver a consistent, high-quality client experience. The role supports retention and responsible growth by coordinating onboarding, resolving escalations, and improving day-to-day service routines. It requires bringing structure to complex workstreams, communicating clearly across stakeholders, and helping clients achieve successful outcomes.

The role offers visibility into key client relationships and the opportunity to influence service delivery and continuous improvement. Some travel is required (20%) to visit clients and internal partners. The role is not eligible for employer immigration sponsorship. Final job grade and officer title will be determined at the time of offer and may differ from this posting.

Requirements

• Bachelor’s degree or 5 years of experience in business operations, client service, sales support, or a related role.
• Experience supporting treasury and cash management products and services.
• Experience interacting directly with clients, including setting expectations and communicating effectively in complex situations.
• Demonstrated ability to collaborate in cross-functional teams, manage conflict constructively, and adapt to change.
• Experience managing client issue resolution, including coordinating internal stakeholders to deliver timely outcomes.
• Ability to influence and mobilize cross-functional partners and communicate effectively with stakeholders at multiple levels of seniority.
• Working knowledge of Microsoft Office, including Excel, PowerPoint, and Project.
• Experience using collaboration tools such as Zoom or Webex to support effective client discussions.
• Some travel required (20%) to visit clients and internal partners.

Nice To Haves

• Master of Business Administration (MBA).
• Project management certification, such as PMP.
• Ability to produce clear, quantifiable management reporting and basic performance insights.
• Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives.

Responsibilities

• Contribute to strategic client reviews and long-term planning, and partner with coverage and sales teams on growth opportunities.
• Manage and resolve client escalations, issues, and service risks through coordinated action plans.
• Coordinate and project manage product implementations and service-related deliverables.
• Prepare relationship review materials, including clear summaries and client-ready visualizations from available data sets.
• Maintain recurring relationship management routines, including touchpoints, action tracking, and follow-ups.
• Lead project meetings for large implementations and manage plans for changes such as migrations and pricing updates.
• Partner with risk and control stakeholders on client-related risk topics, including fraud prevention support where applicable.
• Coordinate and support responses to client requests for proposals (RFPs), where applicable.
• Participate in prospect and client meetings to explain the service model and set clear expectations.
• Coordinate setup, invoicing, and billing activities for treasury and cash management products.
• Partner with operational teams to support onboarding and periodic client reviews, including Know Your Client (KYC) refresh activities as required.

Benefits

• Competitive total rewards package, including base salary determined based on role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time