Client Service Associate

JPMorgan Chase Bank, N.A.

Taguig

Presencial

PHP 600.000 - 800.000

Jornada completa

Hace 3 días
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Descripción de la vacante

JPMorgan Chase Bank, N.A. in Manila is seeking a Client Service Associate to own service delivery for an assigned portfolio, building trusted relationships and resolving issues to improve processes.

You will deliver day-to-day support across transactional activity and treasury-related solutions, coordinating with internal partners to resolve issues and improve outcomes. You will also identify themes, strengthen processes, and help protect clients and the firm through disciplined risk awareness.

Formación

  • Ability to manage multiple priorities and meet deadlines with attention to detail.
  • Strong verbal and written communication skills for clear, concise exchanges.
  • Excellent relationship-building and stakeholder management, including credibility with senior partners.
  • Identify issues, investigate root causes, and drive resolution using structured methods.
  • Create basic metrics and reporting to support service performance.
  • Proficiency with Excel, PowerPoint, and Word.

Responsabilidades

  • Serve as primary point of contact for an assigned portfolio, resolving client inquiries.
  • Build strong client relationships through proactive outreach and clear expectations.
  • Coordinate with internal partners to research issues and deliver timely solutions.
  • Resolve complex service requests by identifying root causes and escalating when needed.
  • Communicate professionally via email, phone, and in person across audiences.
  • Monitor themes and propose service enhancements to improve experience and efficiency.
  • Apply policy and procedure requirements to client requests and sensitive activities.
  • Develop knowledge of each client's organization to better support their needs.
  • Produce basic metrics and reporting to support portfolio management and service quality.
  • Contribute to process improvements within your area of responsibility.
  • Share knowledge and mentor peers to support the team.

Conocimientos

Prioritization
Clear communication
Relationship management
Root-cause analysis
Data-driven insights
MS Office
Independent work

Educación

Bachelor's degree or equivalent experience

Herramientas

Microsoft Office

Descripción del empleo

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.
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