Client Success Officer

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 workstreams, 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 ...