Client Service Account Associate

Testing Site - JPMC

Chicago (IL)

On-site

USD 85,000 - 120,000

Full time

14 days+

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Job summary

JPMorganChase is seeking a Client Service Account Manager to oversee a portfolio of large corporate or financial institution clients within Global Trade Products and Services. You will build strong relationships, deliver tailored trade solutions, and uphold the bank's standards across a global team.

In this role within Trade and Working Capital, you will guide clients on trade products like Letters of Credit, manage onboarding and complex transactions, and collaborate with bankers and sales

Qualifications

  • 3+ years of relevant industry experience.
  • Excellent written and verbal communication.
  • Highly organized with strong multi-tasking abilities.
  • Demonstrated professional presence and adaptability in fast-paced environments.
  • Ability to partner with internal colleagues and external clients, applying sound judgment.

Responsibilities

  • Serve as the primary point of contact for client onboarding, changes, and complex trade transactions.
  • Advise clients and internal partners on trade products, including Letters of Credit.
  • Resolve client requests independently and act as escalation point for complex issues.
  • Manage transaction service queues and coordinate with various bank teams for resolution.
  • Provide timely follow-up and ensure client satisfaction.
  • Offer guidance and training to team members based on trade product expertise.
  • Participate in joint client calls with Bankers and Trade Sales Officers.

Skills

Communication skills
Organization & multitasking
Professional presence
Relationship building
Cross-functional collaboration
3+ years experience

Education

College degree

Job description

Step into the role of a Client Service Account Manager, managing a portfolio of large corporate or financial institution clients and helping them effectively utilize our Global Trade Products and Services. Join our diverse and innovative organization to make a meaningful impact in Global Corporate Banking.

As a Client Service Account Manager within our Trade and Working Capital team, you'll build strong relationships, deliver tailored solutions, and uphold the esteemed standards of JPMorganChase. Service is delivered in a team-based model across the US, Latin America, Europe, the Middle East, and Asia.

Job responsibilities:
  • Serve as the primary point of contact for client onboarding, changes, and complex trade transactions.
  • Advise clients and internal partners on trade products, including Letters of Credit.
  • Resolve client requests independently and act as escalation point for complex issues.
  • Manage transaction service queues and coordinate with various bank teams for resolution.
  • Provide timely follow-up and ensure client satisfaction.
  • Offer guidance and training to team members based on trade product expertise.
  • Participate in joint client calls with Bankers and Trade Sales Officers.
Required qualifications, capabilities, and skills:
  • Minimum 3 years of relevant industry experience.
  • Excellent communication skills, both written and verbal.
  • Highly organized with strong multi-tasking abilities.
  • Demonstrated professional presence and adaptability in fast-paced environments.
  • Ability to partner with internal colleagues and external clients, applying sound judgment.
Preferred qualifications, capabilities, and skills:
  • Experience in Trade Finance or Letters of Credit
  • Strong background in Implementations, Service, or Operations supporting Trade products.
  • College degree
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