Client Service Associate

JPMorgan Chase & Co. • Plano, TX

10h • Onsite

About The Position

The Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization supports client coverage with Anti-Money Laundering (AML)/KYC requirements. As a Client Service Associate within this organization, you will collaborate with Bankers and AML/KYC Operations to ensure client records comply with regulatory standards and that due diligence is completed accurately and on time for new and renewing client relationships. This role involves proactively managing expectations, taking ownership of the KYC/AML process, and promoting high-quality portfolio management. Key responsibilities include ensuring timely completion of deliverables, resolving process inefficiencies, mitigating operational risk, escalating issues, supporting client selection, and independently overseeing due diligence renewals.

Requirements

• Demonstrates ability to identify AML risks and effectively apply AML/KYC policy concepts
• Strong verbal and written communication skills
• Excellent time management and organizational abilities
• Strong analytical and problem-solving skills
• Willingness and ability to travel as needed (less than 25%) to support client coverage teams

Nice To Haves

• Bachelor’s degree (BA/BS) or equivalent experience in financial services
• Working knowledge of risk factors for specific products and industries
• Proven multi-tasking skills and ability to leverage internal resources
• Exceptional attention to detail
• Strong client focus and effective cross-team collaboration
• Self-motivated, independent, and adaptable in a team environment
• Experience in credit training, underwriting, and managing client relationships and product usage

Responsibilities

• Proactively manage client and partner expectations through a consultative approach, ensuring clear understanding and alignment
• Demonstrate strong ownership of the KYC/AML process and deliver an exceptional client experience
• Ensure timely completion of all KYC/AML deliverables, holding internal partners accountable for their responsibilities
• Maintain a thorough and up-to-date understanding of KYC/AML procedures, effectively navigating and resolving any delays or inefficiencies
• Mitigate operational risk by maintaining vigilant awareness of process risks and implementing best practices
• Appropriately escalate risk-related issues and drive them to resolution
• Support bankers in the client selection process to effectively manage client risk
• Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management
• Ensure timely and high-quality portfolio management, consistently meeting or exceeding quality standards

Benefits

• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees