Client Service Account Manager - Trade and Working Capital LATAM

JPMorganChase; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking a Client Service Trade and Working Capital Manager in Chicago to support onboarding, documentation, and execution, while delivering ongoing service and fostering strong client relationships.

You will work with a team across Relationship, Operations, Treasury Management, Sales, Product, and Implementations to progress requests and resolve issues, learning end-to-end delivery with coaching from senior leaders.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1+ years of experience in client service, operations, implementations, or a middle/back-office function.
• Strong written and verbal communication skills and a client-first mindset.
• Strong organizational skills, ability to multi-task, and comfort working within deadlines.
• Self-directed approach, attention to detail, and sound judgment on when to escalate.
• Proficiency in Microsoft Word, Excel, and PowerPoint; comfort with digital channels/electronic banking platforms.

Responsibilities

• Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience.
• Assist with implementation execution, including coordination, tracking timelines/action items, obtaining required documentation, and servicing clients throughout transaction lifecycle.
• Maintain/monitor service and implementation queues, triage requests, and escalate appropriately.
• Demonstrated ability to build, manage, and grow client relationships by proactively engaging stakeholders, understanding client needs, and driving high levels of client satisfaction.
• Draft and distribute routine client/internal communications and support creation of status reporting.
• Liaise with internal partners to progress requests and resolve issues.
• Contribute to documentation and discipline: procedures, trackers, templates, and knowledge articles.
• Participate in continuous improvement by identifying process gaps, capturing issues, and supporting change activities.
• Develop trade product expertise and support senior team members on client deliverables.

Skills

Client service

Operations

Documentation

Communication

Microsoft Word

Excel

PowerPoint

Education

Bachelor's degree

Job description

Job DescriptionAs a Client Service Trade and Working Capital Manager within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing service (client requests, changes, and issue resolution), while building client relationships, product knowledge, and learning the end-to-end delivery lifecycle with coaching from senior leaders.

Job DescriptionAs a Client Service Trade and Working Capital Manager within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing service (client requests, changes, and issue resolution), while building client relationships, product knowledge, and learning the end-to-end delivery lifecycle with coaching from senior leaders.

Job Responsibilities

• Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience
• Assist with implementation execution, including coordination, tracking timelines/action items, obtaining required documentation, and servicing clients throughout transaction lifecycle.
• Maintain/monitor service and implementation queues, triage requests, and escalate appropriately
• Demonstrated ability to build, manage, and grow client relationships by proactively engaging stakeholders, understanding client needs, and driving high levels of client satisfaction
• Draft and distribute routine client/internal communications and support creation of status reporting
• Liaise with internal partners (Relationship, Operations, Treasury Management, Sales, Product, Implementations) to progress requests and resolve issues
• Contribute to documentation and discipline: procedures, trackers, templates, and knowledge articles
• Participate in continuous improvement efforts by identifying process gaps, capturing issues, and supporting change activities
• Develop trade product expertise (including exposure to complex trade concepts/transactions over time) and support senior team members on client deliverables

Required Qualifications, Capabilities, And Skills

• Bachelor's degree or equivalent work experience
• 1+ years of experience in client service, operations, implementations, or a middle/back-office function.
• Strong written and verbal communication skills and a client-first mindset
• Strong organizational skills, ability to multi-task, and comfort working within deadlines
• Self-directed approach, attention to detail, and sound judgment on when to escalate
• Proficiency in Microsoft Word, Excel, and PowerPoint; comfort working with digital channels/electronic banking platforms

Preferred Qualifications, Capabilities, And Skills

• Exposure to trade products (e.g., Letters of Credit) and/or global trade servicing
• Prior experience supporting projects (maintaining action logs, timelines, issue/risk lists)
• Experience working with stakeholders across regions/time zones (NA, LATAM, EMEA)
• Interest in process improvement and learning end-to-end implementation-to-service handoffs

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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 our FAQs for more information about requesting an accommodation.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.