Client Success Senior Associate
On-site · Chicago, Illinois, United States
Job Summary
Client Success Senior Associate supporting Commercial & Investment Bank clients nationwide. Serves as a liaison among Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver enhanced client experience, support retention and growth strategies, manage client escalations, coordinate product implementations, onboarding for new-to-bank clients, and assist with periodic client renewals. Responsibilities include contributing to strategic client reviews, coordinating RFP responses, participating in sales pitches, maintaining client relationship routines, and coordinating with cross-functional teams to resolve issues and deliver timely solutions. Requires a Bachelor’s degree and/or 3+ years of relevant experience in operations, client services, or sales support; knowledge of treasury products and services; strong communication and problem-solving skills; ability to manage multiple stakeholders and travel up to ~20%.
Required Qualifications
- Bachelor’s degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
- Comprehensive knowledge of Treasury Products and Services
- Proven client interaction skills to calibrate & manage client expectations
- Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
- Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
- Some travel required (20%) to visit clients and internal partners.
- Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Desired Qualifications
- MBA
- PMP or other Project Management Certifications
- Ability to provide quantifiable management reporting
- Bachelor’s degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
Additional Requirements
- Not eligible for employer immigration sponsorship.
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