Client Service Associate

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorganChase is seeking a Client Service Associate to manage relationships with our clients, acting as the primary point of contact and delivering tailored solutions across treasury and cash management products.

You will collaborate with internal partners, use data and technology to improve operations, and lead aspects of project management while addressing sponsor concerns.

Qualifications

• 3+ years of client-facing work experience in financial services or a similar environment.
• Ability to manage client relationships and drive process improvement.
• Strong internal stakeholder relationship skills.
• Experience leveraging data and technology to collaborate with teams.
• Ability to provide quantifiable reporting and present findings.
• Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
• Strategic thinking with adaptability and team-building capabilities.

Responsibilities

• Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
• Enhance the operating platform's efficiency and resilience through innovative techniques and continuous service improvement.
• Establish productive relationships with internal stakeholders, using persuasion to achieve mutually beneficial outcomes.
• Collaborate with Technology and Business teams to implement new technology, leveraging data literacy.
• Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
• Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
• Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.

Skills

Client relationships

Project management

Data literacy

Reporting

Communication

Negotiation

Strategic thinking

Job description

Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.

As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.

Job responsibilities

• Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
• Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
• Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
• Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
• Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
• Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
• Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.

Required qualifications, capabilities, and skills

• Minimum of 3 years of client-facing work experience in a financial services environment.
• Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
• Proven ability to establish and maintain productive relationships with internal stakeholders.
• Experience in leveraging data and tech literacy to collaborate with internal teams.
• The ability to provide quantifiable reporting and present findings.
• Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
• Strategic thinking with the ability to adapt to change and demonstrated team-building skills.

Preferred qualifications, capabilities, and skills

• Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
• Developing proficiency in strategic planning to align client services with organizational goals and client needs.
• Proven ability to build and maintain strong client relationships to support long-term business success.
• Developing experience learning new operating models, technologies, and industry trends.