Client Success Officer

JPMorgan Chase & Co. • Charlotte, NC

2h • $104,500 - $165,000

About The Position

As a Client Success Officer in the Client Success team, you will own and manage the post-sales client experience for a portfolio of complex relationships. You will serve as a key liaison across internal partners to support onboarding, implementations, ongoing service needs, and issue resolution. You will help deliver a consistent, high-quality experience through clear communication, disciplined follow-through, and well-managed routines. You will partner across coverage, product, implementation, service, and risk teams to remove friction, drive timely resolution, and strengthen retention and growth.

Requirements

• Bachelor’s degree or 5 years of relevant experience in business operations, client service, sales support, or a related field.
• Comprehensive knowledge of treasury products and services.
• Demonstrated client interaction skills, including the ability to set and manage expectations.
• Demonstrated ability to drive client issue resolution by mobilizing internal partners and delivering solutions.
• Demonstrated team collaboration skills, including the ability to manage conflict and adapt to change.
• Ability to collaborate across functions and interact with stakeholders at multiple levels, including senior leadership.
• Proficiency with common productivity tools used for presentations, spreadsheets, and project tracking.
• Comfort using virtual meeting and collaboration tools to support client discussions.

Nice To Haves

• Master of Business Administration (MBA).
• Project Management Professional (PMP) certification or equivalent project management certification.
• Experience producing quantified reporting to support management decision-making.
• 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 and issues by coordinating stakeholders and driving timely outcomes.
• Coordinate and support project management for product implementations and service-related needs.
• Prepare relationship review materials, including clear summaries and data visualizations from available data sets.
• Maintain ongoing relationship management routines, including check-ins, action tracking, and follow-ups.
• Facilitate project meetings for large implementations and manage planning for migrations and time-sensitive changes.
• Partner with risk and control teams on relevant activities, including support for fraud prevention efforts.
• Coordinate and facilitate responses to requests for proposal and participate where applicable.
• Support prospect and client meetings by helping communicate the value of the service model and operating approach.
• Address and coordinate setup, invoicing, and billing activities for treasury and cash management products.
• Coordinate with coverage and operations partners to support onboarding of new clients and periodic client renewals, including client due diligence activities.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of 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