Client Service Senior Associate

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Client Sr Service Associate within the Commercial & Investment Bank to manage high-level client relationships and deliver tailored treasury solutions.

You’ll resolve complex requests, analyze service gaps, and drive process improvements while coordinating with internal teams. Strong project management, data literacy, and change management skills are essential to support growth and high client satisfaction.

Qualifications

• 3+ years of experience in managing client relationships within financial services, focused on treasury and cash management products.
• Ability to analyze and improve processes with continuous improvement techniques.
• Proven leadership to guide and mentor team members and collaborate across departments.
• Experience in managing projects and communicating with sponsors and stakeholders.
• Proficiency in data and tech literacy to adopt new technologies for client service.

Responsibilities

• Manage and resolve client requests related to treasury and cash management products, ensuring satisfaction.
• Analyze gaps in client service processes and apply improvement techniques to enhance efficiency.
• Collaborate with internal stakeholders to drive mutually beneficial outcomes.
• Utilize data and tech literacy to understand and implement new technologies for operations.
• Lead project lifecycle activities and provide updates to sponsors and impacted parties.

Skills

Client relationship management

Process analysis

Project leadership

Data literacy

Change management

MS Office

Education

Bachelor’s Degree or equivalent

Job description

Step into the role of a Client Service 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 JP Morgan Chase. 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 Sr Service Associate within JPMorgan Chase, you will be a key player in managing and enhancing our client relationships. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. You will leverage your broad knowledge of our professional discipline to provide advice and support, ensuring compliance with technical standards and organization policy. Your work will have a significant impact on other departments, and your decisions will shape short-term outcomes. You will be expected to identify gaps in information, conduct analyses to solve problems, and put forward recommendations for managing more complex situations. Your ability to establish productive relationships with internal stakeholders, coupled with your developing skills in continuous improvement, project management, and change management, will be crucial in driving mutually beneficial outcomes. Your role will also involve planning and organizing your own work, and potentially that of a team, in a dynamic environment with changing priorities. Your developing proficiency in data and tech literacy will enable you to understand and implement new technologies that enhance client experience. 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

• 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

• 3+ years of experience or equivalent expertise in managing client relationships within a financial services environment, with a focus on treasury and cash management products and services
• Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency
• Exhibited leadership skills, with the ability to guide and mentor team members, foster a collaborative team environment, and inspire other to achieve project and organizational goals
• 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
• Advanced analytical and problem-solving skills, with the ability to assess complex situations and develop effective solutions
• Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact.
• Capable of understanding the industry, market trends, and the client’s business environment to provide insights and recommendations that align with their strategic goals
• Identify potential challenges and opportunities for clients by providing proactive solutions and strategies before issues arise to enhance client satisfaction and loyalty
• Exceptional written and verbal communication abilities, articulate complex ideas, updates and resolution to internal and external key stakeholders
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing data, reports, and creating presentations to support client service activities

Preferred qualifications, capabilities and skills

• Engage in strategic planning to align client services with organizational goals and client needs.
• Utilize your problem-solving skills to de-escalate and resolve client issues
• Develop and implement strategies to improve client satisfaction and service delivery.
• Collaborate with cross-functional teams to ensure seamless client service operations.
• Build and maintain strong client relationships to support long-term business success.
• Bachelor’s Degree and/or equivalent work experience