Senior Client Service Account Associate

JPMorganChase•Tampa, FL

About The Position

As a Client Service Account Manager within the Payments team, this role supports a portfolio of large corporate and/or financial institution clients, helping them effectively use Payments Products and Services. The Service organization serves as a central point of resolution for clients’ business operations, identifies product and service gaps and development opportunities, and uses client and product expertise to recommend opportunities for client growth and efficiency.

Requirements

  • Minimum 3 years of relevant industry and/or functional experience.
  • Understanding of core Treasury Services product sets.
  • Ability to present oral and written communication in an organized, clear, and confident manner.
  • Ability to manage time effectively in a fast-paced environment, balance competing priorities, and deliver on commitments.
  • Ability to partner with internal colleagues and external clients.
  • Sound judgment during decision making, including evaluating risk factors.
  • Ability to be flexible with working hours and use virtual connectivity tools when business needs arise.

Responsibilities

  • Act as a key advisor to clients, providing advice and consultation on decision making.
  • Serve as the client’s central point of resolution and escalation for service issues, liaising with bank partners to manage issues.
  • Identify and address product and service gaps and development opportunities using the full array of Treasury Services product capabilities.
  • Use product knowledge to recommend and participate in product enhancements and service delivery plans.
  • Convey complex ideas and client issues with confidence.
  • Adhere to and ensure client compliance with risk policies and practices, and educate clients on new legal, regulatory, and cybersecurity changes.
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