As a Client Service Associate, 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
- Integrate, learn, and start building your career with us on Day 1
- 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 guide superior service improvements and product offering
- Become familiar with our industry with a thirst for learning new products
- 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
- Keep building and continually revamping the client relationship
- 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
- Exhibit a positive, can-do attitude with inquisitive curiosity
- Take ownership, act with a sense of urgency and exceed expectations by over-communicating
- 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, preferably 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)
Prefered qualifications, capabilities, and skills
- College degree preferred
JPMorgan Chase & Co., 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.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
ABOUT THE TEAM
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.
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