Client Service Associate

Next Frontier Capital; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States is seeking a Client Service Associate within Client Service to support a portfolio of clients, resolve inquiries, and coordinate with internal partners. The role focuses on treasury and cash management products, with travel up to 10% and no immigration sponsorship.

You’ll enhance client experience through data-driven improvements and proactive issue resolution. The position emphasizes relationship management, timely communication, and collaboration

Qualifications

• 3 years of client-facing experience in client service, account management, or a related role.
• Experience supporting treasury, cash management, payments, or similar financial services products.
• Experience using data to produce management reporting and present insights to stakeholders.
• Experience supporting change initiatives and/or process improvement efforts in a structured environment.
• Demonstrated ability to manage multiple priorities, execute reliably, and meet deadlines.
• Strong verbal and written communication skills, including the ability to explain complex topics clearly.
• Demonstrated ability to collaborate across teams and influence outcomes without direct authority.
• Strong stakeholder management and interpersonal skills, with a client-first and solutions-oriented approach.

Responsibilities

• Manage a portfolio of client relationships and serve as a primary point of contact for service inquiries.
• Research, track, and resolve client requests across products and services, coordinating with internal partners as needed.
• Communicate with clients via phone, email, and video conferencing to provide timely updates and clear resolutions.
• Proactively identify recurring issues and recommend service improvements based on trends and client feedback.
• Conduct periodic relationship check-ins to understand client needs and surface potential risks, including fraud-related exposure, and elevate appropriately.
• Participate in onboarding and implementation discussions as new products and services are added for clients.
• Collaborate with partners to align on solutions that support client needs and operational readiness.
• Prepare and present management reporting on request volumes, trends, root causes, and outcomes.
• Promote adoption of appropriate digital and self-service tools to improve client experience and reduce manual effort.
• Maintain accurate documentation of client interactions, actions taken, and follow-ups in applicable systems.

Skills

Client-facing

Data reporting

Change management

Multi-priority

Communication

Collaboration

Stakeholder management

Education

Bachelor’s degree or equivalent

Tools

Google Workspace

Microsoft Office

Job description

Help clients succeed by delivering fast, accurate support and thoughtful solutions. You’ll build trusted relationships, collaborate with global partners, and play a key role in improving how clients use treasury and cash management services. If you enjoy problem-solving, influencing across teams, and driving better experiences through data and process improvements, this role offers a strong platform to grow.

As a Client Service Associate in Client Service, you support a portfolio of clients by researching and resolving inquiries related to treasury and cash management products and services. You partner closely with internal stakeholders to coordinate resolution, strengthen client relationships, and identify service improvements. This role may require up to 10% travel. This role is not eligible for employer immigration sponsorship.

Job responsibilities

• Manage a portfolio of client relationships and serve as a primary point of contact for service inquiries
• Research, track, and resolve client requests across products and services, coordinating with internal partners as needed
• Communicate with clients via phone, email, and video conferencing to provide timely updates and clear resolutions
• Proactively identify recurring issues and recommend service improvements based on trends and client feedback
• Conduct periodic relationship check-ins to understand client needs and surface potential risks, including fraud-related exposure, and elevate appropriately
• Participate in onboarding and implementation discussions as new products and services are added for clients
• Collaborate with partners to align on solutions that support client needs and operational readiness
• Prepare and present management reporting on request volumes, trends, root causes, and outcomes
• Promote adoption of appropriate digital and self-service tools to improve client experience and reduce manual effort
• Maintain accurate documentation of client interactions, actions taken, and follow-ups in applicable systems

Required qualifications, capabilities and skills

• 3 years of client-facing experience in client service, account management, or a related role
• Experience supporting treasury, cash management, payments, or similar financial services products
• Experience using data to produce management reporting and present insights to stakeholders
• Experience supporting change initiatives and/or process improvement efforts in a structured environment
• Demonstrated ability to manage multiple priorities, execute reliably, and meet deadlines
• Strong verbal and written communication skills, including the ability to explain complex topics clearly
• Demonstrated ability to collaborate across teams and influence outcomes without direct authority
• Strong stakeholder management and interpersonal skills, with a client-first and solutions-oriented approach

Preferred qualifications, capabilities and skills

• Bachelor’s degree or equivalent work experience
• Experience supporting commercial card, treasury, or cash management solutions in a regulated environment
• Proficiency in productivity tools (e.g., Google Workspace or Microsoft Office)
• Experience with client issue investigation, root cause analysis, and escalation management
• 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.
• Interest in learning new operating models, technologies, and industry trends

Final level and title will be determined at time of offer and may differ from this posting.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include:

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching
• and more

Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Own the client experience by resolving issues across treasury and cash management products and services.