Client Service Account Manager - Client Onboarding & Service - Senior Associate

J.P. Morgan; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading global financial firm in Toronto is seeking a Sr Client Service Associate to support a portfolio of large corporate and financial institution clients. The role involves advising clients on Treasury Products, managing service satisfaction, and educating clients on compliance and regulatory changes. Candidates should have over 5 years of relevant experience, intermediate knowledge of Treasury services, and be proficient in both French and English. This is a full-time, on-site position.

Qualifications

• 5+ years of relevant industry or functional experience required.
• Intermediate understanding of Treasury Products and Services.
• Ability to communicate clearly and confidently, both orally and in writing.
• Flexibility in working hours and proficiency with virtual connectivity tools.

Responsibilities

• Act as a key advisor and proactive partner to clients.
• Proactively assess client satisfaction and service issues.
• Manage client compliance with risk policies and educate on regulatory changes.
• Identify product/service gaps and convey complex ideas confidently.

Skills

Advisory skills

Client relationship management

Communication skills

Problem-solving skills

Risk compliance knowledge

Technical solutions knowledge

French proficiency

English proficiency

Job description

As a Sr Client Service Associate , within J.P. Morgan Payments Client Service, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.

Job Responsibilities:

• Key advisor and proactive partner to the client, providing advice/consultation on decision making
• Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
• Client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues
• Convey complex ideas and client issues with confidence
• Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
• Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes

Required qualification, capabilities or skills

• Minimum of 5+ years of relevant industry and/or functional experience.
• Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions.
• Technical knowledge/comprehension to recommend value-added solutions for clients and partners.
• Ability to present oral and written communication in an organized, clear and confident manner.
• Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
• Ability to effectively partner with internal colleagues and external clients.
• Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Outlook mobile suite, etc.) when business needs arise.
• Proficiency in both French and English is required.