Treasury & Client Solutions Advisor

JPMorgan Chase & Co.; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Associate in the Commercial Bank to manage a portfolio of client relationships, resolve requests, and deliver trusted service on treasury and cash management products.

You will collaborate with Service Operations, Sales partners, and Bankers across the U.S. and globe, serving as the primary point of contact and building long-term client relationships. This role emphasizes proactive problem-solving and ensuring client satisfaction.

Qualifications

• 3+ years of client facing work experience.
• Experience with treasury services and/or card products a plus.
• Ability to influence others and manage multiple stakeholders.

Responsibilities

• Lead assigned client book autonomously, delivering solutions and upholding JP Morgan Chase standards.
• Develop long term client relationships and conduct relationship reviews.
• Proactively discuss client trends with internal partners to tailor solutions.
• Actively participate in deal team meetings as new products are added.

Skills

Client relationship management

Project management

Communication

Negotiation

Analytical thinking

Team collaboration

Education

Bachelor's degree

Tools

Google G Suites

Microsoft Office

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Associate in the Commercial Bank to manage a portfolio of client relationships, resolve requests, and deliver trusted service on treasury and cash management products.

You will collaborate with Service Operations, Sales partners, and Bankers across the U.S. and globe, serving as the primary point of contact and building long-term client relationships. This role emphasizes proactive problem-solving and ensuring client satisfaction.