Strategic Client Advisor, Commercial Banking

JP Morgan Chase; Plano (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in Plano, TX is seeking a Client Service Associate within the Commercial Bank to be the primary contact for assigned client portfolios, resolve requests, and collaborate with Service Operations, Sales partners, and bankers worldwide.

The role focuses on building long-term client relationships, delivering tailored treasury and cash management solutions, and leveraging digital tools to enhance self-service and efficiency. Some travel (10%) may be required; sponsorship is not offered.

Qualifications

• 3+ years of client facing work experience.
• Knowledge of treasury services and cash management helpful.
• Ability to analyze data and present findings clearly.

Responsibilities

• Lead assigned client portfolio relationships and deliver solutions.
• Develop long-term client relationships.
• Identify opportunities to improve service and drive client satisfaction.
• Conduct annual relationship reviews and mitigate risk.
• Collaborate with internal partners to customize client solutions.
• Participate in deal team meetings when new products are introduced.
• Learn about existing and upcoming technologies to support client requests.
• Promote digital self-service tools to improve efficiency.

Skills

Data Analytics

Change Management

Client facing

Relationship building

Communication

Project Management

Strategic thinking

Education

Bachelor's degree in BS/Business Administration

Tools

Google G suites

Microsoft Office

Job description

JPMorganChase in Plano, TX is seeking a Client Service Associate within the Commercial Bank to be the primary contact for assigned client portfolios, resolve requests, and collaborate with Service Operations, Sales partners, and bankers worldwide.

The role focuses on building long-term client relationships, delivering tailored treasury and cash management solutions, and leveraging digital tools to enhance self-service and efficiency. Some travel (10%) may be required; sponsorship is not offered.