Client Service Associate

JPMorgan Chase & Co.•Plano, TX

About The Position

As a Client Service Associate within the Commercial Bank, you will manage multiple client relationships and provide support for issues involving treasury and cash management products and services. You will work with Service Operations, Sales partners, and Bankers in the United States and globally to resolve client requests. You will serve as the primary point of contact for your assigned client portfolio, building trusted relationships with senior client contacts and researching and resolving issues through Zoom, email, and phone. The role focuses on delivering solutions, improving service and client satisfaction, identifying risks and efficiencies, and helping clients adopt products, services, and digital tools. Some travel is required to visit clients and internal partners. The role is not eligible for employer immigration sponsorship.

Requirements

Data analytics and change management experience.
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 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 consultations and requests.
Identify opportunities to use digital tools to offer effective self-service solutions.
Solicit feedback on product and service offerings to adapt to the changing commercial banking landscape.
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 needed (10%).

Benefits

Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
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.