Client Service Associate

Aumni; Plano (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Client Service Associate for the Commercial Bank to manage relationships and resolve client requests with high-quality service. You will collaborate with Service Operations, Sales partners, and Bankers across the globe to support treasury and cash management clients.

You will act as primary contact for assigned clients, engage with senior executives, and drive ongoing client satisfaction through proactive problem solving and product recommendations.

Qualifications

• Data analytics and change management experience required.
• Ability to influence others without direct supervision.
• Strong ability to present findings with quantitative support.
• Proven project management and execution skills.
• Excellent verbal and written communication and organizational skills.
• Strategic thinker adaptable to change.
• Demonstrated teamwork and collaboration.
• 3+ years of client-facing work experience.

Responsibilities

• Lead assigned client book autonomously, delivering solutions and upholding JP Morgan Chase standards.
• Develop long-term client relationships and gather feedback.
• Conduct relationship reviews to identify risk and improve efficiencies.
• Discuss client trends with internal partners to tailor solutions.
• Participate in deal team meetings for new products/services.
• Encourage internal partners to recommend relevant products.
• Learn technologies to support client consultation and requests.
• Identify digital self-service opportunities for clients.
• Solicit feedback on products and services to adapt to the market.

Skills

Data Analytics & Change Management

Influence without supervision

Quantifiable reporting & findings

Project Management & Execution

Excellent communication and present|ng

Strategic thinking & adaptability

Team building & collaboration

3+ years client facing experience

Google G suites

Microsoft Office

Education

Bachelor of Science or Business Administration

Tools

Google G suites

Microsoft Office

Job description

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Associates are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities

• Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
• Develop long term client relationships
• Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
• Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
• Proactively discuss client trends/issues with internal partners to further customize solutions for clients
• Actively participate in deal team meetings as new products and services are added to clients
• Influence internal partners to recommend products and services based on knowledge of client behaviors
• Learn and understand existing and upcoming technologies to support client consultation and requests
• Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
• Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

Required qualifications, capabilities and skills

• Data Analytics & Change Management experience
• Ability to influence others without direct supervision
• Ability to provide quantifiable management reporting & present findings
• Project Management & Execution
• Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
• Strategic thinking with the ability to adapt to change
• Demonstrated team building skills and ability to work in a team environment
• 3+ years of client facing work experience

Preferred Qualifications, capabilities and skills

• Comprehensive knowledge of Treasury Services and/or Custom Card products
• Bachelor of Science or Business Administration Degree
• Passion for learning new operating models, technologies, and industry trends
• Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

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

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

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 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. Own our Commercial Bank Client’s experience! Work with clients to resolve issues around their Commercial Bank products and services.