Client Engagement Team Analyst

JPMorgan Chase • New York, NY

41d

About The Position

Join our newly established Client Engagement Team at JP Morgan Chase. As a Client Engagement Team Analyst within the Commercial and Investment Bank you will support the newly established Client Engagement Team, supporting high-impact activities designed to strengthen relationships with priority clients and senior leaders. In this role you will have the opportunity to work closely with bankers and senior stakeholders to deliver best-in-class client engagement and strategic relationship management.

Requirements

• Bachelor's degree in Business, Finance, Communications, or related field.
• 1+ years of experience in client engagement, relationship management, communications, or a related role (internships and co-ops considered).
• Strong written and verbal communication skills, with attention to detail and ability to tailor messaging for senior audiences.
• Excellent organizational and project management skills; ability to manage multiple priorities and deadlines.
• Proactive, collaborative, and able to work effectively across teams and with senior stakeholders.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), A.I.
• High level of professionalism, discretion, and commitment to delivering quality work.

Nice To Haves

• experience with CRM or client tracking systems

Responsibilities

• Draft and edit client communications, including meeting invitations, follow-up and thank you notes, and strategic updates for priority clients and senior leaders.
• Identify and develop new communication opportunities to enhance client engagement and deliver tailored messaging.
• Coordinate with bankers to plan and execute strategic relationship reviews, ensuring alignment with business objectives and senior leadership priorities.
• Partner with the reporting team to distribute senior engagement reports, providing timely and accurate insights to business leaders.
• Track client meetings, document key outcomes, and manage follow-up actions to ensure continuity and progress in client relationships.
• Support the planning and logistics of market visits, including scheduling, briefing preparation, and post-visit follow-up.
• Maintain accurate records of client interactions and engagement activities in relevant systems and databases.
• Assist with ad hoc projects and initiatives to further the team's mission of delivering exceptional client experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees