Client Service Analyst, Ask JPMC Help Bar

JPMorgan Chase & Co.; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

A leading financial services company is seeking a Client Service Analyst to enhance customer experiences and support employee onboarding. This role involves driving product adoption and ensuring clients receive thorough assistance during critical onboarding phases. The ideal candidate will have customer service experience, strong communication skills, and the ability to navigate tech-related challenges effectively.

Qualifications

• 1+ years of experience in customer success or related area.
• Strong verbal and written communication skills.
• Ability to troubleshoot technology issues.

Responsibilities

• Provide in-person assistance and address inquiries.
• Drive product adoption through training and awareness.
• Guide new customers through the onboarding process.

Skills

Customer service

Communication skills

Problem-solving

Technical troubleshooting

Teamwork

Attention to detail

Tools

Virtual communication tools

Job description

Shape the future of our customer experiences and directly influence product adoption success. Dive headfirst into dynamic collaborations, and guide customers’ trust during crucial onboarding moments.

As a Client Service Analyst within the Employee Experience Help organization, you support our customers throughout their journeys. As a core contributor of the team, you are responsible to support employee onboarding, drive product adoption, and beyond, working closely with the Employee Experience team and other cross-functional groups to ensure seamless, cohesive and personalized experiences.

Job responsibilities

• Provides in person assistance such as addressing inquiries, troubleshooting challenges, as well as gathering feedback and insights that will be relevant to the product and servicing teams
• Drives product adoption through training and awareness initiatives
• Takes new customers through the onboarding process and guides them through the initial setup and configuration of our products to fit their specific needs
• Proactively gets involved with location-specific events and priorities to support employees

Required qualifications, capabilities, and skills

• 1+ years of experience or equivalent expertise in customer success or a relevant domain area
• Demonstrated ability to deliver exceptional customer service with a strong desire to help customers succeed
• Proven experience successfully engaging customers using strong verbal and written communication skills with an ability to articulate complex concepts in a clear and concise manner
• Demonstrated experience in working with technology and the ability to troubleshoot basic technical issues and guide customers through problem-solving steps
• Proficient in using virtual communication tools and technology platforms.
• Strong problem-solving skills and the ability to think on your feet.
• Ability to work independently and as part of a team.
• High level of professionalism and attention to detail