Senior Client Service Account Associate

JPMorganChase; Plano (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care

On-site health centers

Retirement plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

JPMorganChase in Plano, TX is seeking a Client Service Account Manager to service a portfolio of large corporate and financial institution clients within the Payments team. You will act as a key advisor and primary point of resolution for service issues, helping clients optimize use of Treasury Services products.

The role emphasizes strong communication, timely issue resolution, compliance with risk policies, and collaboration with internal partners to identify growth opportunities and drive

Qualifications

• 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; balancing priorities.
• Ability to partner with internal colleagues and external clients.
• Applies sound judgment during decision making; evaluates risk factors.
• Flexible with working hours and using virtual connectivity tools when needed.

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 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

Skills

Treasury Services

Client relationship management

Communication

Risk awareness

Remote tools

Job description

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.

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

About Us

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.

• base salary determined based on the role, experience, skill set and location
• 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
• range of benefits and programs to meet employee needs, based on eligibility
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching
• more

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

About The Team

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.