Client Service Analyst

JPMorgan Chase & Co.•Plano, TX

20h

About The Position

As a Fee Setup and Maintenance Client Service Delivery Analyst within JPMorgan Chase, you will play a crucial role in supporting review processes and document management, bringing a growth mindset and a continuous-improvement approach to how work is executed. You will be instrumental in supporting review processes, maintenance requests, and end-to-end document management in our diverse and inclusive environment. Collaborating with various teams, you will enhance customer experience and ensure compliance with business rules, contributing to the overall success of our operations. At JPMorgan Chase, we are committed to fostering a culture of excellence, innovation, and inclusivity. As a global leader in financial services, we value diversity and collaboration, creating an environment where every team member can thrive and contribute to our shared success. Joining our team means becoming part of a dynamic organization that prioritizes professional growth and development. We offer competitive benefits, opportunities for career advancement, and a supportive work environment that encourages creativity and teamwork. If you're passionate about making an impact and driving change, we invite you to explore the exciting opportunities with us and be part of a team that is shaping the future of finance.

Requirements

Strong organizational skills, attention to detail, and ability to prioritize tasks.
Strong focus on customer service and delivery.
Effective verbal and written communication skills, with an emphasis on clarity.
Ability to multitask and balance multiple tasks simultaneously.
Problem-solving and analytical skills.
Demonstrated growth mindset: seeks feedback, learns new tools/processes quickly, and identifies opportunities to improve controls, quality, and efficiency.
Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.

Nice To Haves

3+ years of business-related experience.
Proficiency in Microsoft Outlook, Word, and Excel.
Banking and credit card experience preferred; contractual experience is a plus.
Familiarity with automation tools, including Alteryx, LLM Suite, and Copilot, to enhance process efficiency.
Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.

Responsibilities

Conduct reviews of pricing documentation requests, ensuring adherence to business rules and risk mitigation.
Review and update fee schedules based on account executive direction and pricing models, ensuring accuracy and compliance.
Input relevant fee pricing and contractual changes into the centralized CRM system within agreed SLAs, maintaining data integrity.
Review paperwork for completeness and accuracy, validating work requests and ensuring compliance with standards.
Liaise with Account Management, Implementation teams, and other teams within Fee Setup and Maintenance to address information gaps and ensure timely delivery.
Provide subject matter expert support for ad hoc initiatives.
Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.