Client Service Associate

Be a trusted advisor to our Commercial Bank clients.

Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Associate in the Commercial Bank you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Associates are a trusted member of the clients 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.

Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.

Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities

Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles

Develop long term client relationships

Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction

Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies

Proactively discuss client trends/issues with internal partners to further customize solutions for clients

Actively participate in deal team meetings as new products and services are added to clients

Influence internal partners to recommend products and services based on knowledge of client behaviors

Learn and understand existing and upcoming technologies to support client consultation and requests

Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success

Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

Required Qualifications, Skills and Capabilities

Data Analytics & Change Management experience

Ability to influence others without direct supervision

Ability to provide quantifiable management reporting & present findings

Project Management & Execution

Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills

Strategic thinking with the ability to adapt to change

Demonstrated team building skills and ability to work in a team environment

3+ years of client facing work experience

Preferred Qualifications, skills and capabilties

Comprehensive knowledge of Treasury Services and/or Custom Card products

Bachelor of Science or Business Administration Degree

Passion for learning new operating models, technologies, and industry trends

Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

Help the community through expansive volunteer opportunities

Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

This employer is a corporate member of
myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals,
students, inclusive employers & anyone who believes in workplace equality.