Client Success Senior Associate - Startup Banking

Location: Tempe, AZ, United States

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to powering the progress of our clients, including innovative startups navigating rapid growth. As a Client Success Senior Associate in Startup Banking, you will play a pivotal role in owning the entire post-sales client relationship for our most complex commercial bank clientele. Based in our Tempe, AZ office, you will serve as the trusted advisor to high-potential startups, ensuring they leverage JP Morgan's world-class banking solutions to fuel their success. This position within the Client Service category demands a blend of strategic insight, relationship-building expertise, and deep knowledge of the financial services landscape, particularly in the dynamic startup ecosystem. Your day-to-day responsibilities will involve proactive engagement with clients to understand their evolving needs, from treasury management and credit facilities to capital raising advisory. You will collaborate closely with cross-functional teams at JP Morgan Chase to customize solutions that drive client growth while adhering to stringent regulatory standards. By conducting in-depth business reviews and monitoring key performance indicators, you will identify opportunities to expand our service offerings, ultimately enhancing client loyalty and revenue. This role requires a keen eye for emerging trends in fintech, SaaS, and other startup sectors, allowing you to provide forward-thinking guidance that positions JP Morgan as an indispensable partner. We seek a seasoned professional passionate about the intersection of finance and innovation, with the agility to thrive in a fast-paced environment. Joining JP Morgan Chase means becoming part of a collaborative culture that values diversity, inclusion, and professional growth. In Tempe, AZ, you will contribute to a vibrant team dedicated to empowering startups worldwide, while benefiting from our robust support systems and career advancement opportunities. If you excel at building enduring client relationships and have a proven track record in commercial banking, this role offers the chance to make a meaningful impact on the future of business.

Key Responsibilities

• Own the full lifecycle of post-sales client relationships for complex commercial banking clients in the startup ecosystem
• Serve as the primary point of contact for clients, ensuring high satisfaction and retention through proactive engagement
• Collaborate with internal teams including credit, treasury, and advisory to deliver tailored financial solutions
• Monitor client performance metrics and identify opportunities for upselling JP Morgan's banking products
• Conduct regular business reviews and strategic planning sessions with clients to align on growth objectives
• Mitigate risks by ensuring compliance with regulatory standards and internal policies
• Develop and maintain deep industry knowledge of startup trends to provide insightful advisory support
• Facilitate seamless onboarding and integration of new clients into JP Morgan's digital banking platforms
• Track and report on client success KPIs to senior leadership for continuous improvement
• Foster partnerships with external stakeholders, such as venture capital firms, to enhance client value

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client relationship management within commercial banking or financial services
• Proven track record of managing complex client portfolios in the startup or technology sector
• Strong understanding of commercial banking products, including lending, treasury services, and capital markets
• Excellent communication and interpersonal skills with the ability to build long-term client relationships
• Ability to travel up to 20% for client meetings and industry events
• Series 7 and 63 licenses or equivalent certifications preferred for regulatory compliance

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working with high-growth startups in fintech, SaaS, or biotech industries
• Prior exposure to JP Morgan Chase's commercial banking platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Demonstrated success in cross-selling financial products to increase client revenue

Required Skills

• Client relationship management
• Financial analysis and modeling
• Knowledge of commercial lending products
• Regulatory compliance in banking
• Strategic account planning
• Cross-functional team collaboration
• Problem-solving and risk assessment
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Strong verbal and written communication
• Negotiation and deal structuring
• Industry knowledge of startups and venture capital
• Data-driven decision making
• Time management and prioritization
• Adaptability in fast-paced environments
• Customer-centric mindset

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements, including hybrid options in Tempe, AZ

JP Morgan Chase is an equal opportunity employer.