Treasury Services Client Success Specialist

Next Frontier Capital; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States is seeking a Client Service Associate within Client Service to support a portfolio of clients, resolve inquiries, and coordinate with internal partners. The role focuses on treasury and cash management products, with travel up to 10% and no immigration sponsorship.

You’ll enhance client experience through data-driven improvements and proactive issue resolution. The position emphasizes relationship management, timely communication, and collaboration

Qualifications

• 3 years of client-facing experience in client service, account management, or a related role.
• Experience supporting treasury, cash management, payments, or similar financial services products.
• Experience using data to produce management reporting and present insights to stakeholders.
• Experience supporting change initiatives and/or process improvement efforts in a structured environment.
• Demonstrated ability to manage multiple priorities, execute reliably, and meet deadlines.
• Strong verbal and written communication skills, including the ability to explain complex topics clearly.
• Demonstrated ability to collaborate across teams and influence outcomes without direct authority.
• Strong stakeholder management and interpersonal skills, with a client-first and solutions-oriented approach.

Responsibilities

• Manage a portfolio of client relationships and serve as a primary point of contact for service inquiries.
• Research, track, and resolve client requests across products and services, coordinating with internal partners as needed.
• Communicate with clients via phone, email, and video conferencing to provide timely updates and clear resolutions.
• Proactively identify recurring issues and recommend service improvements based on trends and client feedback.
• Conduct periodic relationship check-ins to understand client needs and surface potential risks, including fraud-related exposure, and elevate appropriately.
• Participate in onboarding and implementation discussions as new products and services are added for clients.
• Collaborate with partners to align on solutions that support client needs and operational readiness.
• Prepare and present management reporting on request volumes, trends, root causes, and outcomes.
• Promote adoption of appropriate digital and self-service tools to improve client experience and reduce manual effort.
• Maintain accurate documentation of client interactions, actions taken, and follow-ups in applicable systems.

Skills

Client-facing

Data reporting

Change management

Multi-priority

Communication

Collaboration

Stakeholder management

Education

Bachelor’s degree or equivalent

Tools

Google Workspace

Microsoft Office

Job description

JPMorgan Chase & Co. in the United States is seeking a Client Service Associate within Client Service to support a portfolio of clients, resolve inquiries, and coordinate with internal partners. The role focuses on treasury and cash management products, with travel up to 10% and no immigration sponsorship.

You’ll enhance client experience through data-driven improvements and proactive issue resolution. The position emphasizes relationship management, timely communication, and collaboration