Strategic Client Service Lead, Treasury & Cash

Testing Site - JPMC

Charlotte (NC)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Job summary

JPMorganChase in Charlotte, NC is seeking a Client Service Senior Associate within our Commercial & Investment Bank (CIB). As the primary point of contact, you will build relationships with senior executives and deliver tailored treasury and cash management solutions while upholding high standards.

You will resolve requests, analyze information gaps, and collaborate with internal teams to drive improvements.

Qualifications

  • 3+ years managing client relationships in financial services with treasury and cash management focus.
  • Proven ability to analyze processes and apply continuous improvement techniques.
  • Experience leading project lifecycle and communicating with sponsors and stakeholders.
  • Experience using data and technology to improve operations and client service.
  • Change management and strategic communications experience.

Responsibilities

  • Manage and resolve client requests related to treasury and cash management products to ensure satisfaction.
  • Analyze gaps in client service processes and apply continuous improvement to the operating platform.
  • Collaborate with internal stakeholders to drive mutually beneficial outcomes and adjust approaches.
  • Leverage data and tech literacy to implement new technologies in operations and client service.
  • Lead project lifecycle activities and report updates to sponsors and impacted parties.

Skills

Client relationships
Treasury & cash management
Process improvement
Project management
Data literacy
Change management

Job description

JPMorganChase in Charlotte, NC is seeking a Client Service Senior Associate within our Commercial & Investment Bank (CIB). As the primary point of contact, you will build relationships with senior executives and deliver tailored treasury and cash management solutions while upholding high standards.

You will resolve requests, analyze information gaps, and collaborate with internal teams to drive improvements.

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Comprehensive health care coverage
Retirement savings plan
Tuition reimbursement
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