Make a measurable impact on how our most complex Commercial & Investment Bank (CIB) clients experience JPMorganChase—every interaction, every milestone, every escalation.
In this role, you help turn complexity into clarity by connecting teams and strengthening long-term partnerships. You will leverage data, practical innovation, consultative partnership, and emotional intelligence to improve outcomes for clients and internal stakeholders.
As a Client Success Officer within the Commercial & Investment Bank, you own the end-to-end client relationship for some of our most complex clients, partnering across banking, treasury, implementation, service, and Know Your Client (KYC) to deliver an enhanced client experience.
You help us retain and grow key relationships by bringing structure to onboarding and implementations, resolving issues quickly, and communicating clearly with confidence and empathy. Use data and practical problem-solving to surface insights, tailor solutions, and continuously improve how we serve clients.
Job Responsibilities
- Partner with Banking and Sales to support strategic client reviews, long-term planning, and growth opportunities.
- Own day-to-day client relationship management routines for assigned complex client relationships, including discussing product offerings highlighting capabilities and differences.
- Partner with others to provide coordination and project management for product migrations and service-related needs.
- Participant in project meetings for large client implementations and monitor actionable plans, milestones, and follow-ups.
- Resolve client escalations by mobilizing internal partners, setting clear expectations, and driving timely decisions with appropriate assertiveness.
- Create and present relationship review materials and data-driven visuals that communicate performance, trends, and drivers clearly.
- Coordinate, contribute to, and present RFP responses and sales pitches, translating the service model into clear value for prospects and clients.
- Apply strong time management to prioritize competing client needs, manage deadlines, and maintain consistent follow-through.
- Consult, improve, and elevate client routines and service delivery through a growth
- Discuss product offerings, highlighting capabilities, differences and potential offerings directly with clients.
- Leverage technology to offer solutions to clients that elevate and improve operating activities
Required Qualifications, Capabilities and Skills
- Bachelor’s degree and/or 6+ years of equivalent experience in Business Operations, Client Services, and/or Sales Support.
- Clear, effective communication skills (verbal and written), with the ability to tailor messaging for in-person, virtual, and executive-level audiences.
- Comprehensive knowledge of treasury products and services, paired with strong client interaction skills to calibrate and manage client expectations.
- Extensive project management experience, including coordinating cross-functional deliverables for implementations and client needs while managing multiple priorities and deadlines.
- Proven ability to lead through influence and align stakeholders at all levels (including senior management and cross-functional teams) to drive decisions and deliver outcomes.
- Demonstrated emotional intelligence and executive presence, including empathy and resilience — to build trust, navigate ambiguity, and lead effectively across senior stakeholders.
- Strong data literacy, including the ability to interpret data and translate insights into clear visuals and talking points.
- Sound judgment in setting expectations, escalating appropriately, and driving timely decisions.
- Effective time management, including managing multiple priorities and deadlines across clients and stakeholders.
- Ability to navigate evolving business requirements, tools (such as AI), and operating models, driving adoption and continuous process improvement.
Preferred Qualifications, Capabilities and Skills
- MBA
- PMP or other project management certifications
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Travel required (20%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
About UsWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Skills Required
- Comprehensive knowledge of Treasury Services and/or Custom Card products
- Data analytics and change management experience, including presenting findings
- Ability to influence others without direct supervision
- Ability to provide quantifiable management reporting and present findings
- Project management and execution skills
- Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking with the ability to adapt to change
- Demonstrated team building skills and ability to work in a team environment
- 6+ years of client-facing work experience
- Delivering coaching and feedback / people management
- Ability to motivate cross-functional teams and interact with senior management and multiple departments (sales, IT, operations, product, legal, compliance, etc.)
- Previous team management experience
- Bachelor of Science or Business Administration degree and/or 6+ years equivalent work experience
- Google G Suite / Microsoft Office adept
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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