Client Service Associate

JPMorgan Chase & Co.; Taguig; On-site; PHP 600,000 - 850,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Client Service Associate to own service delivery for an assigned client portfolio in a fast-paced environment.

You will build trusted relationships, resolve complex issues, and coordinate with internal partners to remove friction while supporting risk awareness and continuous improvement.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3 years in customer service, operations or treasury-related support.
• Experience partnering across functions to deliver client outcomes.

Responsibilities

• Serve as the primary point of contact for an assigned portfolio, managing client inquiries through resolution.
• Build and maintain strong client relationships through proactive outreach and clear expectations.
• Coordinate with internal partners to research issues, align on next steps, and deliver timely solutions.
• Resolve complex service requests by investigating root causes and tracking outcomes.
• Communicate professionally via email, phone, and in person, adapting style to audience.
• Develop understanding of each client’s priorities to better support their needs.
• Produce basic metrics and reporting to support portfolio management and service quality.
• Support process improvements and share knowledge within the team.

Skills

Multi-priority management

Verbal & written communication

Relationship management

Root cause analysis

Data reporting

Team collaboration

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Job description

Job Description:

Make a direct impact on client experience by owning service delivery for an assigned portfolio. You will build trusted relationships, solve complex issues, and coordinate across internal partners to remove friction. If you thrive in a fast-paced environment, communicate with clarity, and enjoy turning problems into better processes, this role offers meaningful growth. Join a team that values curiosity, accountability, and collaboration.

As a Client Service Associate in the Client Service team, you will serve as the primary point of contact for an assigned portfolio of clients. You will deliver responsive day-to-day support across transactional activity and treasury-related solutions, partnering with internal stakeholders to resolve issues and improve outcomes. You will also identify themes, strengthen processes, and help protect clients and the firm through disciplined risk awareness.

Job responsibilities

• Serve as the primary point of contact for an assigned portfolio, managing client inquiries through resolution.
• Build and maintain strong client relationships through proactive outreach, follow-ups, and clear expectation-setting.
• Coordinate with internal partners to research issues, align on next steps, and deliver timely solutions.
• Resolve complex service requests by investigating root causes, escalating when needed, and tracking outcomes.
• Communicate professionally via email, phone, and in person, adapting your style to the situation and audience.
• Monitor recurring themes and recommend service enhancements that improve client experience and operational efficiency.
• Apply policy and procedure requirements consistently when handling client requests and sensitive activities.
• Develop and maintain an understanding of each client’s organization, priorities, and operating model to better support their needs.
• Produce and use basic metrics and reporting to support portfolio management and service quality.
• Contribute to process improvement initiatives and help implement changes within your area of responsibility.
• Support a collaborative team environment by sharing knowledge and, as appropriate, mentoring others.

Required qualifications, capabilities and skills

• Demonstrated ability to manage multiple priorities, work under pressure, and meet deadlines with attention to detail.
• Strong verbal and written communication skills, with the ability to communicate clearly and concisely.
• Strong relationship-building and stakeholder management skills, including the ability to establish credibility with senior partners.
• Ability to identify issues, investigate root causes, and drive problems to resolution using a structured approach.
• Ability to use data to create basic metrics and reporting for service performance and portfolio insights.
• Proficiency in Microsoft Office tools (Excel, PowerPoint, Word).
• Ability to work independently while also collaborating effectively within a team environment.

Preferred qualifications, capabilities and skills

• Bachelor’s degree or equivalent experience.
• Experience supporting complex transactional accounts and treasury-related products. 3 years of experience in customer service, operations, treasury-related support, sales support, or portfolio servicing, preferably within financial services.
• Experience partnering across multiple functions (for example, product, operations, and sales support) to deliver client outcomes.
• Experience contributing to continuous improvement initiatives (process, controls, or service quality).
• Experience supporting high-profile or high-complexity client relationships.
• Experience coaching or mentoring peers in a team setting.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

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 ourFAQsfor more information about requesting an accommodation.

J.P. Morgans Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.