Client Service Account Manager - Global Banking

Hammerjack Pty Ltd; Taguig; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

JPMorganChase Payments is seeking a Client Service Account Manager to deliver strategic guidance to large corporate clients, partnering with internal teams to meet client expectations while ensuring risk compliance.

In this role you will advise clients, address product enhancements, and meet clients remotely or in person to maintain high service levels.

Qualifications

• Minimum of 3 years of relevant industry and/or functional experience.
• Understanding of core Treasury Services product sets.
• Ability to present oral and written communication clearly and confidently.
• Effective time management in a fast-paced environment.
• Ability to partner with internal colleagues and external clients.
• Sound judgment in decision-making and risk evaluation.
• Flexibility with working hours and use of virtual connectivity tools.

Responsibilities

• Serve a portfolio of large corporate or financial institution clients.
• Advise client on decision making and strategic plans.
• Engage with clients to assess progress and satisfaction.
• Identify product/service gaps and enhancements.
• Collaborate with internal teams to develop and implement business plans.
• Meet with clients in-person or remotely to understand needs.
• Advocate for clients to remove roadblocks and ensure service excellence.
• Educate clients on risk policies and compliance.
• Primary contact for existing clients on strategic issues.

Skills

Client service

Treasury knowledge

Communication skills

Time management

Risk evaluation

Cross-functional teamwork

Tools

Video conferencing

CRM systems

Job description

Job Description :

Join JPMorganChase and grow your career in a high-performance, client-first culture that champions innovation, encourages creativity, and strives for excellence. If you enjoy solving problems, communicating with clarity, and making every client interaction count, this is an opportunity to build deep expertise in Treasury Services products while delivering exceptional service to internal and external customers across the firm.

As a Client Service Account Manager within J.P. Morgan Payments, you will be a key advisor to our clients, providing strategic advice and consultation. You will partner with internal teams to develop and implement business plans that meet and exceed client expectations, ensuring compliance with risk policies and practices.

Job Responsibilities

• Client Service Relationship Managers have direct responsibility for servicing a portfolio of large corporate or financial institution clients.
• Key advisor to the client, providing advice and consultation on decision making.
• Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and identify 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 to proactively suggest enhancements to the client's product line-up.
• Partners with internal client teams to develop and implement strategic and tactical business plan to meet/exceed the expectations of the client.
• Uses product knowledge to recommend and participate in product enhancements and service delivery plans.
• Meet with clients on a periodic basis (both in-person and remotely) to continuously stay appraised of client's needs and temperature.
• Keep appraised of day-to-day transactional and other routine issues by working closely with internal client service partners to proactively identify areas for improvement and efficiency.
• Act as a client advocate and voice of the client with internal partners to remove roadblocks to advocate on behalf of clients to provide an exceptional service experience.
• Adheres to and ensures client's compliance with risk policies/practices and educates clients on risk/legal requirements.
• Serves as the primary contact for existing clients for strategic account issues.
  

Required Qualifications, Capabilities, and Skills:

• Minimum of 3 years of relevant industry and/or functional experience.
• Understanding of core Treasury Services product sets.
• Ability to present oral and written communication clearly and confidently.
• Effective time management in a fast-paced environment.
• Ability to partner with internal colleagues and external clients.
• Sound judgment in decision-making and risk evaluation.
• Flexibility with working hours and use of virtual connectivity tools.

Preferred Qualifications, Capabilities, and Skills:

• Experience in client service within the financial industry.
• Strong analytical skills to assess client needs and service satisfaction.
• Ability to lead and influence cross-functional teams.
• Proficiency in virtual connectivity tools and technology platforms.