Senior Client Service Account Associate

JP Morgan Chase; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Client Service Account Manager to oversee a portfolio of large corporate or financial institution clients within the Payments team. You will support clients in leveraging Payments products and services, acting as a central point for issue resolution and opportunities for growth and efficiency.

Responsibilities include advising clients, addressing service gaps, guiding product enhancements, and ensuring risk and regulatory compliance.

Qualifications

• 3+ years of relevant industry experience preferred.
• Understanding of core Treasury Services product sets.
• Strong oral and written communication skills.
• Ability to balance priorities and meet commitments.
• Ability to partner with internal teams and external clients.
• Sound judgment in decision making and risk evaluation.
• Flexible with working hours and virtual tools when needed.

Responsibilities

• Act as key advisor to the client, providing advice on decisions.
• Serve as client’s central point of resolution and escalation for service issues.
• Identify product gaps and opportunities within Treasury Services.
• Leverage product knowledge to support enhancements and delivery plans.
• Convey complex ideas and client issues clearly.
• Educate clients on risk, compliance, and regulatory changes.

Skills

Treasury Services

Client advisory

Communication skills

Time management

Risk awareness

Flexibility with hours

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