Client Service Associate

JPMorganChase • Plano, TX

3d

About The Position

As a Client Service Associate within the Commercial Bank, you will manage relationships with an assigned portfolio of clients and serve as their primary point of contact. You will provide support with complex treasury and cash management products and services, research and resolve client issues, and work 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, through Zoom, email, and phone to build strong relationships and deliver client service.

You will lead your assigned client portfolio, help clients succeed, identify service improvements, and recommend products, services, and digital tools based on client needs and behaviors. The position requires some travel, approximately 10%, to visit clients and internal partners. The role 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 the 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.
• Adeptness with Google G Suite and/or Microsoft Office.

Responsibilities

• Lead an assigned book of clients autonomously, delivering solutions and upholding JP Morgan Chase standards and operating principles.
• Develop long-term client relationships.
• Determine service improvements proactively 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 client 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 offer 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 approximately 10% to visit clients and internal partners.

Benefits

• Opportunities for career and personal growth.
• Business Resource Groups for employees to connect around topics such as ethnicity, gender, age, accessibility, and special interests.
• Volunteer opportunities to support the community.
• Focus groups aimed at Innovation and Transformation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed