Senior Client Service Account Associate

JPMorgan Chase & Co.; Houston (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Houston, TX is seeking a Client Service Account Manager to oversee a portfolio of large corporate and financial institution clients within the Payments team.

You will support clients in effectively utilizing Payments Products and Services, acting as the central point of resolution for service issues. The role emphasizes advising clients, identifying product gaps, and driving improvements while ensuring compliance with risk policies and regulatory changes.

Qualifications

• Minimum 3 years of relevant industry and/or functional experience.
• Understanding of core Treasury Services product sets.
• Strong oral and written communication skills, organized and confident.
• Able to balance competing priorities in a fast-paced environment.
• Ability to partner with internal colleagues and external clients.
• Judgment and risk evaluation in decision making.
• Flexible with working hours and able to use virtual tools.

Responsibilities

• Act as key advisor to the client, providing advice and consultation on decision making
• Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues
• Identify and address product/service gaps and development opportunities, leveraging Treasury Services capabilities
• Use product knowledge to recommend and participate in product enhancements and service delivery plans
• Convey complex ideas and client issues with confidence
• Adhere to risk policies and educate clients on new legal/regulatory/Cyber changes

Skills

3+ years experience

Treasury Services knowledge

Oral and written communication

Time management

Internal/External collaboration

Judgment and risk evaluation

Flexible hours; virtual tools

Job description

Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients.

As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.

Job responsibilities:

• Act as key advisor to the client, providing advice and consultation on decision making
• Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues
• Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
• Use product knowledge to recommend and participate in product enhancements and service delivery plans
• Convey complex ideas and client issues with confidence
• Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes

Required qualifications, capabilities and skills:

• Minimum 3 years of relevant industry and/or functional experience
• Understanding of core Treasury Services product sets
• Ability to present oral and written communication in an organized, clear and confident manner
• Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
• Ability to partner with internal colleagues and external clients
• Applies sound judgment during the decision making process; evaluates risk factors
• Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise