Client Success Officer

Client Success Officer

Chicago, IL, United States

** Job Information*
* + Job Identification

+ Job Category Client Service

+ Business Unit Commercial & Investment Bank

+ Posting Date 10/15/2026, 07:02 PM

+ Locations 10 S Dearborn St, Chicago, IL, 60603, US

+ Job Schedule Full time

+ Job Shift Day

+ Base Pay/Salary Chicago,IL $-$

** Job Description*
* Build trusted partnerships with sophisticated clients and help shape an exceptional end-to-end service experience. You will sit at the center of execution, communication, and continuous improvement-bringing the right teams together to deliver outcomes.

This role offers meaningful visibility, variety, and the opportunity to influence how we serve and grow key relationships. Join a collaborative environment where your client focus and operational discipline can make a measurable impact.

** Job summary*
* As a Client success officer in the Client Success team, you manage end-to-end post-sales client relationships for a portfolio of complex clients. You partner closely with coverage, product, implementation, service, operations, risk, and control stakeholders to deliver a consistent, high-quality client experience. You help drive retention and responsible growth by coordinating onboarding, resolving escalations, and improving day-to-day service routines. You bring structure to complex work streams, communicate clearly across stakeholders, and help clients achieve successful outcomes.

** Job 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 (e.g., 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

** Required qualifications, capabilities and skills*
* + 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 (e.g., Zoom or Webex) to support effective client discussions

** Preferred qualifications, capabilities and skills*
* + Master of Business Administration (MBA)

+ Project management certification (e.g., 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.

** Additional information*
* + Final job grade and officer title will be determined at time of offer and may differ from this posting.

+ Some travel required (20%) to visit clients and internal partners.

+ Please note this role is not eligible for employer immigration sponsorship.

** About Us*
* JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial…