Client Service Associate

JPMorganChase•Plano, TX

About The Position

As a Client Service Associate within the Commercial Bank, you will serve as the primary point of contact for an assigned portfolio of clients and a trusted member of each client’s team. You will manage multiple client relationships and help resolve issues involving complex treasury and cash management products and services. The role partners with Service Operations, Sales partners, and Bankers in the United States and globally to deliver solutions and support client growth and success. You will interact with senior client contacts, including owners, CEOs, presidents, CFOs, and treasurers. Communication takes place through Zoom, email, and phone. You will research and resolve client issues, provide consultation, identify service improvements, and help clients make effective use of products, services, and digital tools. The position requires some travel to visit clients and internal partners. It is not eligible for employer immigration sponsorship.

Requirements

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.
At least 3 years of client-facing work experience.

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/or Microsoft Office.

Responsibilities

Lead an assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles.
Develop long-term client relationships.
Proactively identify service improvements and solicit client input and feedback to drive client satisfaction.
Conduct annual relationship reviews to identify potential customer-level fraud exposure and recommend products to mitigate risk or provide efficiencies.
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.