Client Service Account Manager - Analyst

J.P. Morgan; São Paulo; Presencial; BRL 75.000 - 95.000; Tempo integral

Resumo da oferta

A major financial institution seeks a Client Service Account Manager in São Paulo to manage a portfolio of key clients and ensure high-quality service delivery. The role involves acting as a primary contact for day-to-day treasury operations, resolving service issues, and maintaining relationships with clients. Candidates should hold a relevant bachelor's degree, possess 1-4 years of experience in data analytics, and be fluent in English. Strong communication and problem-solving skills are essential.

Qualificações

• Bachelor’s degree in marketing, Business, Statistics, Mathematics, Finance, Computer/Data Science, Engineering, Economics, or a related field.
• 1–4 years of experience in data analytics or related fields.
• Fully fluent in English.

Responsabilidades

• Manage service support for multi-national clients.
• Act as the central point of resolution for service issues.
• Own problem-solving and escalation for timely resolutions.
• Assess client satisfaction and maintain service quality.
• Develop annual client-specific service strategy plans.

Conhecimentos

Data analytics

Communication skills

Problem-solving

Analytical skills

Attention to detail

Formação académica

Bachelor’s degree in relevant field

Ferramentas

MS Office

Business Applications

Descrição da oferta de emprego

Overview

The TS Client Services team is responsible to support our clients in the day-to-day needs of the Local / International Cash Management Products. Client Services team is focused in providing the best-in-class services to our clients contributing to increase of the JP Morgan businesses. The main purpose of this position is to act as clients’ primary point of contact for their day-to-day treasury operations. As a Client Service Account Manager (CSAM) you will be accountable for a portfolio of key Wholesale Payment clients acting as an escalation contact, ensuring all client service-related tasks are completed promptly with a high degree of quality and efficiency.

The CSAM ensures clients\' needs and expectations are formally discussed andanalyzed to maintain quality standards, managing efficiently incoming telephone calls, emails as well as the administrative portion associated to account maintenances and the business as usual.

The CSAM will act as the client advocate and drive internal coordination by partnering with Sales, Product, Operations, Technology, Risk and Compliance to deliver service excellence. As the Client Service Account manager, you will also support ongoing overall relationship health monitoring to forecast client “temperature” and facilitate regular discussion with Sales team.

Job Responsibilities

• Direct responsible for Service Support for Multi-National clients
• Clients central point of resolution and escalation for service issues; liaison with bank partners for issue management, with full ownership of the service relationship and client experience
• Full ownership regarding problem solving and escalation, to ensure timely resolution
• Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
• Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
• Partners with Sales to develop an annual Client-specific service strategy plan for clients within portfolio
• Ability to analyze client behavior and trends to propose service efficiencies
• Adheres to and ensures client\'s compliance with risk policies/practices and educates clients on new legal/regulatory/cyber changes

Required Qualifications, Capabilities and Skills

• Bachelor’s degree in marketing, Business, Statistics, Mathematics, Finance, Computer/Data Science, Engineering, Economics, or a related field.
• 1–4 years of experience in data analytics, customer feedback or survey analytics, or similar quantitative fields.
• Experience with creating reports, visualizations, and dashboards, and communicating results to technical and non-technical audiences.
• Ability to effectively partner with internal colleagues and external clients.
• Strong problem-solving, analytical skills, and attention to detail.
• Excellent oral and written communication skills.
• Basic project management skills and ability to work under pressure and manage multiple priorities.
• Proficiency in MS Office and Business Applications.
• Fully fluent in English.

Preferred Qualifications, Capabilities and Skills

• Familiarity with Customer Experience or Voice of Customer metrics (NPS, CSAT, etc.), surveys, and customer feedback is a plus.
• Understanding of Payments products .