Client Service Associate

JPMorgan Chase & Co.•Plano, TX

About The Position

As a Client Service Associate within the Commercial Bank, you will serve as the primary point of contact and trusted advisor for an assigned portfolio of clients, managing multiple relationships and supporting clients with issues involving complex treasury and cash management products and services. You will resolve client requests in partnership with Service Operations, Sales partners, and Bankers in the United States and globally. The role involves interacting with senior client contacts, including owners, CEOs, presidents, CFOs, and treasurers, and communicating through Zoom, email, and phone to build strong relationships and deliver expected service standards. You will lead your assigned client portfolio, support client growth and success, and work with internal partners to tailor solutions, improve service, and respond to client needs. The position includes occasional travel (10%) to visit clients and internal partners. The role is not eligible for employer immigration sponsorship. Final job grade and officer title will be determined at the time of offer and may differ from the posting.

Requirements

At least 3 years of client-facing work experience.
Experience in data analytics and change management.
Ability to influence others without direct supervision.
Ability to provide quantifiable management reporting and present findings.
Project management and execution skills.
Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
Strategic thinking and ability to adapt to change.
Demonstrated team-building skills and ability to work in a team environment.

Nice To Haves

Comprehensive knowledge of Treasury Services and/or Custom Card products.
Bachelor of Science or Business Administration degree.
Passion for learning new operating models, technologies, and industry trends.
Proficiency with Google G Suite and Microsoft Office.

Responsibilities

Lead an assigned book of clients autonomously, delivering solutions and upholding JPMorgan Chase standards and operating principles.
Develop long-term client relationships and serve as the primary point of contact for assigned clients.
Proactively identify service improvements and solicit client input and feedback to drive satisfaction.
Conduct annual relationship reviews to identify potential customer-level fraud exposure and recommend products to mitigate risk or improve efficiency.
Discuss client trends and issues with internal partners to customize solutions.
Participate in deal team meetings as new products and services are added to clients.
Influence internal partners to recommend products and services based on knowledge of client behaviors.
Learn and understand existing and upcoming technologies to support client consultation and requests.
Identify opportunities to use digital tools to provide successful self-service solutions.
Solicit feedback on product and service offerings to adapt to changes in commercial banking.
Research and resolve client issues in partnership with Service Operations, Sales partners, and Bankers.
Communicate with clients through Zoom, email, and phone.
Travel to visit clients and internal partners as required (10%).

Benefits

Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.
Business Resource Groups.
Volunteer opportunities.
Focus groups related to innovation and transformation.