Client Service Account Manager - Associate

JPMorgan Chase & Co.; Christchurch; On-site; GBP 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in the United Kingdom seeks a Client Service Account Manager – Associate in Trade and Working Capital to manage post-sale trade finance activity, resolve complex inquiries, and deliver a seamless client experience.

You will partner with sales, product, and operations to ensure accurate, timely handling of LC, guarantees, and collections. The role emphasizes building strong client relationships, proactive issue resolution, and collaboration across teams to protect the client

Qualifications

• Knowledge of trade finance rules (UCP 600, ISP 98, URDG).
• Experience supporting standby LCs, guarantees, commercial LCs, and collections.
• Ability to manage multiple client requests while meeting deadlines.
• Strong client service orientation with evidence of building client relationships.
• Proven ability to resolve complex issues through structured investigation and sound judgment.
• Clear written and verbal communication; ability to explain requirements to clients and partners.
• Strong organizational skills and attention to detail with reliable follow-through.
• Ability to collaborate across cross-functional teams and manage competing priorities.
• Familiarity with case management and workflow tools.

Responsibilities

• Manage post-sale transaction activity through completion with accuracy and timely turnaround.
• Resolve complex client inquiries related to trade finance transactions and documentation requirements.
• Partner with sales, product, and operational teams to deliver a seamless client experience.
• Build and maintain strong relationships with clients and internal stakeholders.
• Track transaction status and provide clear updates and reporting to clients and partners.
• Investigate and support resolution of refusals, disputes, and exceptions across complex cases.
• Document all client interactions accurately in the case management system.
• Deliver client training and support client engagement activities to strengthen relationships.
• Analyze client activity patterns and share insights on trends, risks, and service opportunities.
• Identify and implement process improvements aligned with trade priorities.

Skills

Trade finance knowledge

Client service orientation

Cross-functional collaboration

Communication skills

Problem solving

Time management

Documentation & case management

Attention to detail

UCP 600 familiarity

URDG knowledge

Education

Bachelor's degree

CDCS (preferred)

Tools

Case management systems

Workflow tools

Trade finance platforms

Job description

Be the trusted point of contact for clients navigating complex trade finance transactions. In this role, you will help clients move business forward by delivering responsive, high-quality service and clear guidance. You will partner closely with product, sales, and operational teams to solve issues quickly and improve the end-to-end experience. Join a collaborative team that values accountability, continuous improvement, and client satisfaction.

As a Client Service Account Manager – Associate in Trade and Working Capital, you provide first-class service to clients by managing trade finance activity after the sale and resolving complex inquiries. You will use your trade product knowledge to support clients with standby letters of credit, guarantees, commercial letters of credit, and collections. You will work with us to build strong partnerships across teams, identify themes in client needs, and improve processes that raise service quality. This role matters because it protects the client experience while supporting sustainable growth.

Job responsibilities

• Manage post-sale transaction activity through completion, ensuring accurate handling and timely turnaround
• Resolve complex client inquiries related to trade finance transactions and documentation requirements
• Partner with sales, product, and operational teams to deliver a seamless client experience
• Build and maintain strong relationships with clients and internal stakeholders
• Track transaction status and provide clear, timely updates and reporting to clients and partners
• Investigate and support resolution of refusals, disputes, and exceptions across complex cases
• Document all client interactions accurately in the case management system
• Deliver client training and support client engagement activities to strengthen relationships
• Analyze client activity patterns and share insights on trends, risks, and service opportunities
• Identify and implement process improvements aligned with trade priorities

Required qualifications, capabilities, and skills

• Working knowledge of trade finance rules and practices (including UCP 600, ISP 98, and URDG)
• Experience supporting core trade products (standby letters of credit, guarantees, commercial letters of credit, and collections)
• Demonstrated ability to manage multiple client requests and transactions simultaneously while meeting deadlines
• Strong client service orientation with evidence of building and maintaining effective client relationships
• Proven ability to resolve complex issues through structured investigation and sound judgment
• Clear written and verbal communication skills, including the ability to explain requirements to clients and partners
• Strong organizational skills and attention to detail, with consistent, accurate follow-through
• Ability to collaborate effectively across cross-functional teams and navigate competing priorities
• Comfort using case management and workflow tools to track and document work accurately

Preferred qualifications, capabilities, and skills

• Certified Documentary Credit Specialist (CDCS) qualification
• Additional language capability to support diverse client needs
• Proficiency working across multiple systems and tools in a high-volume environment
• Interest in automation and artificial intelligence tools to streamline processes and reporting