Client Service Associate
About The Position
As a Client Service Associate within the Commercial Bank, you will serve as a trusted advisor and primary point of contact for an assigned portfolio of Commercial Bank clients. Your role involves managing multiple client relationships, providing support for issues related to complex treasury and cash management products and services. You will resolve client requests by partnering with Service Operations, Sales partners, and Bankers globally. This position requires interacting with high-level client contacts such as Owners, CEOs, Presidents, CFOs, and Treasurers, communicating through Zoom, email, and phone to build strong relationships and deliver the expected level of service from JP Morgan Chase.
Requirements
- Data Analytics & Change Management experience
- Ability to influence others without direct supervision
- Ability to provide quantifiable management reporting & present findings
- Project Management & Execution
- Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking with the ability to adapt to change
- Demonstrated team building skills and ability to work in a team environment
- 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
- Google G suites / Microsoft Office adept
Responsibilities
- Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
- Develop long term client relationships
- Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
- Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
- Proactively discuss client trends/issues with internal partners to further customize solutions for clients
- Actively 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 for use of digital tools to offer self-service solutions with a high degree of success
- Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Benefits
- Endless opportunities for career and personal growth
- Access to Business Resource Groups (on topics such as ethnicity, gender, age, accessibility, special interests)
- Expansive volunteer opportunities
- Opportunity to join focus groups aimed at Innovation and Transformation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
