Sponsor Backed Client Success Manager - JPMorgan Chase
Plano, TX
About the Job
Enjoy managing complex client relationships? Blurring the lines between Commercial and Private Banking? This role will meld the two areas and be the primary point of contact with one or more of our Sponsor Backed Client groups.
As a Sponsored Backed Client Success Manager within Global Services at JPMorganChase, you will use effective communication and relationship management skills to ensure an exceptional level of client satisfaction. You will embody "The J.P. Morgan way" of intent-driven Client Service. This role will be at the center of the core Steward Team to help build deep and lasting relationships with our most complex JPM clients across the country. The Client Success Manager (CSM) is a critical role in the execution of the firm's strategy around the Sponsor Group relationship and its retention, growth, and client experience strategies, including great accountability to deliver on broader organizational service and revenue expansion.
You will be an important partner for Sponsor Payments Executives, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other JPMC Leaders, and you will work effectively in a team-oriented environment in order to deliver a seamless and integrated approach to client servicing.
Job Responsibilities
+ Provide Clients and prospects with unparalleled insights and first-class service by managing/resolving client escalations and issues
+ Act in a straightforward and responsive manner using clear communications and behaviors with the clients best interests in mind
+ Provide insights and offer unique intelligence that matters to each client
+ Contribute to strategic client reviews and long-term planning by partnering with the Sponsor Payment Executive to uncover servicing and growth opportunities
+ Help the coordination and project management of product implementations with an eye to being a steward of the positive client experience
+ Assist in relationship reviews, Sponsor Account Review Committee (SpARC) briefings with Senior Leadership, client experience data analysis and reporting of trends
+ Help manage projects for large client implementations and set the trajectory for key client projects such as exception pricing, bulk processing, fraud practice efficacy or payments optimization
+ Work with key partners in the JPM Universe for certain elements of risk management or address gaps in servicing
+ Help aggregate, coordinate or track PortCo client survey responses and participate in the solution building as part of the Action Plan to improve the client experience
+ Coordinate with Sponsor or PortCo market partners to participate in pitches for prospect clients to show the value add of the service model
+ Coordinate with the Sponsor Payment Executive, Onboarding Program Managers, PortCo Bankers, PortCo Client Service Professionals or other key partners to assist with onboarding/integrating new clients or to assist with periodic client renewals
Required Qualifications, Skills and Capabilities
+ Bachelor's degree and/or 8+ years of equivalent prior work experience in Relationship Management;
+ Proven client interaction skills to calibrate & manage client expectations
+ Ability to work both independently and as a team player
+ Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
+ Excellent communication skills, both written and oral
+ Ability to multi-task and manage priorities effectively
+ Ability to adapt to a rapidly changing business and technology environment
+ Exceptional problem-solving skills
+ Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
+ Have operational and functional knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
+ Experience or working knowledge of Products in deposit, banking, treasury management, credit, and capital markets to potentially send referrals to our partners
Preferred Qualifications, Skills and Capabilities
+ MBA or Project Management Certification is a plus
+ Experience or working knowledge of investment offerings, specifically the Private Equity market, is preferred
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
As a Sponsored Backed Client Success Manager within Global Services at JPMorganChase, you will use effective communication and relationship management skills to ensure an exceptional level of client satisfaction. You will embody "The J.P. Morgan way" of intent-driven Client Service. This role will be at the center of the core Steward Team to help build deep and lasting relationships with our most complex JPM clients across the country. The Client Success Manager (CSM) is a critical role in the execution of the firm's strategy around the Sponsor Group relationship and its retention, growth, and client experience strategies, including great accountability to deliver on broader organizational service and revenue expansion.
You will be an important partner for Sponsor Payments Executives, Commercial Bankers, Treasury Management Officers, Client Service Professionals and other JPMC Leaders, and you will work effectively in a team-oriented environment in order to deliver a seamless and integrated approach to client servicing.
Job Responsibilities
+ Provide Clients and prospects with unparalleled insights and first-class service by managing/resolving client escalations and issues
+ Act in a straightforward and responsive manner using clear communications and behaviors with the clients best interests in mind
+ Provide insights and offer unique intelligence that matters to each client
+ Contribute to strategic client reviews and long-term planning by partnering with the Sponsor Payment Executive to uncover servicing and growth opportunities
+ Help the coordination and project management of product implementations with an eye to being a steward of the positive client experience
+ Assist in relationship reviews, Sponsor Account Review Committee (SpARC) briefings with Senior Leadership, client experience data analysis and reporting of trends
+ Help manage projects for large client implementations and set the trajectory for key client projects such as exception pricing, bulk processing, fraud practice efficacy or payments optimization
+ Work with key partners in the JPM Universe for certain elements of risk management or address gaps in servicing
+ Help aggregate, coordinate or track PortCo client survey responses and participate in the solution building as part of the Action Plan to improve the client experience
+ Coordinate with Sponsor or PortCo market partners to participate in pitches for prospect clients to show the value add of the service model
+ Coordinate with the Sponsor Payment Executive, Onboarding Program Managers, PortCo Bankers, PortCo Client Service Professionals or other key partners to assist with onboarding/integrating new clients or to assist with periodic client renewals
Required Qualifications, Skills and Capabilities
+ Bachelor's degree and/or 8+ years of equivalent prior work experience in Relationship Management;
+ Proven client interaction skills to calibrate & manage client expectations
+ Ability to work both independently and as a team player
+ Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
+ Excellent communication skills, both written and oral
+ Ability to multi-task and manage priorities effectively
+ Ability to adapt to a rapidly changing business and technology environment
+ Exceptional problem-solving skills
+ Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
+ Have operational and functional knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
+ Experience or working knowledge of Products in deposit, banking, treasury management, credit, and capital markets to potentially send referrals to our partners
Preferred Qualifications, Skills and Capabilities
+ MBA or Project Management Certification is a plus
+ Experience or working knowledge of investment offerings, specifically the Private Equity market, is preferred
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Source : JPMorgan Chase
