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

JPMorganChase; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading global financial institution is seeking a Client Service Account Manager in Toronto, Canada. In this role, you will support corporate banking clients, resolve service issues, and enhance operations. The ideal candidate has over 7 years of experience with strong knowledge in treasury services and excellent project management skills. This position emphasizes collaboration and strategic communication.

Qualifications

• Minimum of 7 years of relevant industry and/or client service experience.
• Advanced understanding of Domestic and International Treasury Services.
• Strong project management skills with multiple project oversight experience.

Responsibilities

• Provide consultation on decision-making as a key advisor to clients.
• Liaise with internal partners to manage and resolve client service issues.
• Analyze complex data to identify trends and opportunities.

Skills

Client service experience

Project management

Communication skills

Analytical skills

Knowledge of Treasury Services

Tools

Microsoft Office Suite

Job description

As a Client Service Account Manager within the Client Onboarding & Service team, you will support a portfolio of Global Corporate Banking clients in effectively utilizing payment products and services. In this role, you will resolve client requests, enhance operations, and identify product/service gaps and development opportunities. Leveraging your expertise in treasury and cash management products, you will recommend growth and efficiency solutions while ensuring quality service. Your ability to collaborate with internal stakeholders, promote continuous improvement, and utilize project management and data literacy will be essential in delivering exceptional client service and supporting the firm's strategic objectives.

Job responsibilities

• Act as a key advisor and proactive partner to clients, providing consultation on decision-making and reaching out to assess progress and potential service impacts to ensure world-class service.
• Serve as the central point of resolution and escalation for client service issues, liaising with internal bank partners to manage and resolve effectively.
• Analyze complex data and situations to identify trends, opportunities, and product/service gaps, leveraging Treasury Services product capabilities to develop innovative solutions.
• Establish and maintain productive relationships with internal stakeholders, utilizing influence and communication skills to drive mutually beneficial outcomes.
• Support the development and implementation of strategic operational plans, ensuring compliance with risk policies and educating clients on legal and regulatory changes.
• Participate in the end-to-end change management process, including strategic communications and impact mitigation, to ensure successful implementations.

Required qualifications, capabilities and skills

• Minimum of 7 years of relevant industry and/or client service experience.
• Advanced understanding of Domestic and International Treasury 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.
• Knowledge of modern/high volume payment APIs, File based transmissions, SWIFT and Host to Host, International Products and Services (ATRs/Foreign Exchange).
• Strong project management skills, including the ability to plan, execute, and oversee multiple implementation projects from end-to-end.
• Excellent communication, collaboration, presentation, negotiation and consultative skills.
• Manages time effectively in a fast-paced environment, demonstrating ability to balance competing priorities and deliver on commitments.
• Works independently with limited supervision.
• Ability to resolve complex issues, engage appropriate business and external partners and influence at all levels.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and various business applications.
• Occasional travel required for client meetings and business purposes.

Preferred qualifications, capabilities and skills

• Strong communication skills including fluent English and business-level French for both verbal and written correspondence.

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 FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.