Client Service Associate

Job Description

Shape the future of client service by joining a team dedicated to delivering outstanding experiences and driving client success. Unlock your potential as you collaborate with industry experts and develop your skills in a dynamic, fast-paced environment. Be at the heart of innovation, where your ideas and initiative are valued. Make your mark by building strong relationships and contributing to the growth of our clients and our firm. Join us to advance your career and make a meaningful impact every day.

As a Client Service Associate within our Client Service Team, you are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint.

Job Responsibilities

• Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
• Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offering
• Become familiar with our industry with a thirst for learning new products and concentrate on developing a risk appetite to prevent and protect the firm and our clients
• Adhere to the department policies and procedures for client requests and keep building and continually revamping the client relationship and share your knowledge and become a mentor to help your team succeed
• Handle complex relationships and high profile portfolios, while providing service at the same level for ALL clients
• Engage professionally in person, emails and on the phone to assist with every client need or issue
• Work independently and in a team environment to maximize productivity in a most efficient manner
• Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
• Build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client
• Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility and exhibit a positive, can-do attitude with inquisitive curiosity
• Take ownership, act with a sense of urgency and exceed expectations by over-communicating and establish strong relationships with internal partners in Treasury sales and across various functions
  
  

Required Qualifications, Capabilities And Skills

• 3+ years of experience in customer service, operations, treasury, sales or portfolio management with work experience primarily in banking or the financial service industry
• A strong aptitude for strategic thinking and tactical execution
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Ability to use data to create metrics and reporting
• Proficient in MS Office (Excel, PowerPoint, Word)
  
  

Preferred Qualifications, Capabilities And Skills

• Bachelors degree
• Experience managing high-profile client portfolios
• Demonstrated ability to mentor and support team members
• Experience with process improvement initiatives
  
  

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 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 for more information about requesting an accommodation.

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.