Client Service Senior Associate

Testing Site - JPMC; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorganChase in Charlotte, NC is seeking a Client Service Senior Associate within our Commercial & Investment Bank (CIB). As the primary point of contact, you will build relationships with senior executives and deliver tailored treasury and cash management solutions while upholding high standards.

You will resolve requests, analyze information gaps, and collaborate with internal teams to drive improvements.

Qualifications

• 3+ years managing client relationships in financial services with treasury and cash management focus.
• Proven ability to analyze processes and apply continuous improvement techniques.
• Experience leading project lifecycle and communicating with sponsors and stakeholders.
• Experience using data and technology to improve operations and client service.
• Change management and strategic communications experience.

Responsibilities

• Manage and resolve client requests related to treasury and cash management products to ensure satisfaction.
• Analyze gaps in client service processes and apply continuous improvement to the operating platform.
• Collaborate with internal stakeholders to drive mutually beneficial outcomes and adjust approaches.
• Leverage data and tech literacy to implement new technologies in operations and client service.
• Lead project lifecycle activities and report updates to sponsors and impacted parties.

Skills

Client relationships

Treasury & cash management

Process improvement

Project management

Data literacy

Change management

Job description

Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) 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 Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products. Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes. You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations. Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes. Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy.

Job responsibilities

• Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention.
• Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform.
• Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances.
• Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service.
• Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties.

Required qualifications, capabilities, and skills

• Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience.
• Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency.
• Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties.
• Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service.
• Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact.

Preferred qualifications, capabilities, and skills

• Ability to mentor team members to enhance their skills and foster a collaborative service environment.
• Experience engaging in strategic planning to align client services with organizational goals and client needs.
• Proven conflict management and resolution skills to address and resolve client issues effectively.
• Ability to develop and implement strategies to improve client satisfaction and service delivery.
• Experience collaborating with cross-functional teams to ensure seamless client service operations, and building and maintaining strong client relationships to support long-term business success.