Client Success Officer

Client Success Officer

Charlotte, NC, United States

Job Information

• Job Identification 210808598

• Job Category Client Service

• Business Unit Commercial & Investment Bank

• Posting Date 11/13/2026, 09:43 PM

• Locations 4201 Congress St, Charlotte, NC, 28209, US

• Job Schedule Full time

• Job Shift Day

Job Description

Be the hub of communication for high-impact client relationships. In this role, you will help clients navigate complex onboarding and service needs while strengthening trust and long-term partnership. You will collaborate across teams to solve problems quickly, improve the client experience, and support sustainable growth. If you enjoy coordinating stakeholders, translating needs into action, and delivering measurable outcomes, this role offers broad exposure and meaningful impact.

As a Client Success Officer in the Client Success team, you own the post-sales client relationship for complex corporate and institutional clients. You will partner with coverage, product, implementation, service, operations, and risk stakeholders to deliver a consistent, well-controlled client experience from onboarding through ongoing service. You will help drive retention and responsible growth by anticipating needs, managing escalations, and improving routines that increase client satisfaction. Some travel is required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. Final job grade and officer title will be determined at time of offer and may differ from this posting.

Job responsibilities

• Lead strategic client reviews and support long-term planning with coverage and sales partners to identify growth opportunities

• Manage and resolve client escalations and service issues through effective triage, communication, and follow-through

• Coordinate end-to-end onboarding and product implementations, including plans, timelines, and stakeholder alignment

• Facilitate project meetings for large implementations and migrations, including documentation of actions, risks, and decisions

• Maintain structured relationship management routines (cadence, service reviews, and issue tracking) to sustain engagement

• Prepare relationship review materials and client-ready summaries, including visualizations and insights from data sets

• Partner with risk stakeholders on relevant risk management activities, including fraud prevention support

• Coordinate and contribute to request for proposal (RFP) responses where applicable

• Participate in prospect and client meetings to explain the service model and reinforce post-sales value

• Coordinate setup, invoicing, and billing activities for treasury and cash management products and services

Required qualifications, capabilities and skills

• Bachelor’s degree or equivalent practical experience

• Relevant years of experience in business operations, client services, sales support, or a similar client-facing role

• Knowledge of treasury and cash management products and services

• Ability to communicate clearly with clients and internal partners to set expectations and drive timely outcomes

• Demonstrated ability to manage issue resolution, including mobilizing the right partners to deliver solutions

• Demonstrated ability to collaborate across functions and influence stakeholders at different levels, including senior leaders

• Proficiency with Microsoft Office tools (Excel, PowerPoint, and Project) for analysis, reporting, and planning

• Comfort using collaboration and virtual meeting tools to support effective client discussions

Preferred qualifications, capabilities and skills

• Master of Business Administration (MBA)

• Project management certification (PMP or equivalent)

• Experience producing quantifiable management reporting and client performance metrics

• Experience supporting Know Your Customer (KYC) onboarding and periodic reviews in a regulated environment

• 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.

About Us

JPMorganChase, 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. 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 (https://careers.jpmorgan.com/us/en/how-we-hire/faqs) for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.