Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate

Chase

Client Service Associate

Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.

As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.

Job responsibilities

  • Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
  • Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
  • Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
  • Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
  • Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
  • Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
  • Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.

Required qualifications, capabilities, and skills

  • Minimum of 3 years of client-facing work experience in a financial services environment.
  • Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
  • Proven ability to establish and maintain productive relationships with internal stakeholders.
  • Experience in leveraging data and tech literacy to collaborate with internal teams.
  • The ability to provide quantifiable reporting and present findings.
  • Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
  • Strategic thinking with the ability to adapt to change and demonstrated team-building skills.

Preferred qualifications, capabilities, and skills

  • Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
  • Developing proficiency in strategic planning to align client services with organizational goals and client needs.
  • Proven ability to build and maintain strong client relationships to support long-term business success.
  • Developing experience learning new operating models, technologies, and industry trends.
About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Plano, TX vacancy
  •  ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor... 
    Suggested
    Work at office
    Immediate start

    Stifel Financial

    Frisco, TX
    1 day ago
  • $65k - $80k

     ...Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a... 
    Suggested
    Work at office
    Monday to Friday

    Brindle & Bay Wealth Management

    Frisco, TX
    12 hours ago
  •  ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented... 
    Suggested
    Work experience placement
    Work at office

    Raymond James

    Frisco, TX
    17 days ago
  •  ...Client Service Associate Excellent opportunity in a professional business environment within the financial services industry. Position Summary We are seeking a Client Service Associate who consistently provides exceptional client services to all of firm's clients... 
    Suggested
    Full time
    Work at office
    Remote work
    Shift work

    SFMG Wealth Advisors

    Plano, TX
    2 days ago
  • $75k - $90k

     ...OVERVIEW Your job as the Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional clients. This role supports the coordination and execution of operational elements across both new... 
    Suggested
    Full time
    Part time
    Work at office
    Work from home
    Monday to Friday

    Procyon

    Frisco, TX
    1 day ago
  •  ...The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills... 
    Full time
    Work at office

    Kestra Financial

    Plano, TX
    2 days ago
  •  ...Client Service Associate Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA's will manage and maintain accurate client accounts at the custodian, process fund transactions, and... 
    Work at office

    Credent Wealth Management

    Plano, TX
    16 hours ago
  • $21.5 per hour

     ...Client Services Associates / Collectors Concierges We're looking for Client Services Associates / Collectors Concierges to join our Customer Experience team to provide world class customer experience to our customers around the world. This role will work directly with... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work

    Collectors Universe

    Plano, TX
    1 day ago
  •  ...The Client Services Associate (CSA) is responsible for providing service at the highest level for all Client interaction. The CSA is the "face" of the company and will interact with clients to provide information in response to inquiries about products and services... 

    Solais Lighting Inc

    Frisco, TX
    1 day ago
  • Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support...  ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client... 
    Work experience placement
    Work at office

    Aumni

    Plano, TX
    2 days ago
  • Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory requirements into opportunities... 

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  • RPOA Advisors Inc in Plano, Texas, is seeking a Client Service Associate to be the primary point of contact for client service-related inquiries. This role involves managing client accounts, addressing requests, and providing support in a fast-paced environment, ensuring... 

    RPOA Advisors Inc

    Plano, TX
    2 days ago
  • Overview Step into the role of the Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed... 
    Work experience placement

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  • $10k

    Do you want a career with a firm that’s changing the industry? As an International Client Services Associate, you’ll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You’ll help our UK clients while also... 
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    2 days ago
  •  ...Security planning, and income tax planning services. As a fiduciary‑bound firm, we make...  ...based on our core values, prioritizing our clients' retirement security. RPOA provides...  ...possible. Job Description The Client Service Associate will serve as the primary point of... 

    RPOA Advisors Inc

    Plano, TX
    3 days ago
  • $65k - $80k

    Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a... 
    Work experience placement
    Work at office
    Remote work
    Monday to Friday

    The Strategic Implementer

    Frisco, TX
    1 day ago
  •  ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As... 
    Work experience placement
    Work at office

    JPMorgan Chase

    Plano, TX
    1 day ago
  •  ...We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures...  ...customer-focused professional to join our team as a Client Service Associate (Teller) at our Willow Bend Banking Center in Plano, TX .... 
    Full time
    Local area
    Monday to Friday
    Flexible hours

    Zions Bancorporation

    Plano, TX
    3 days ago
  •  ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates...  ...running smoothly. Youll also collaborate wi Client Service, Associate, Commercial, Client Relations, Service, Benefits, Retail... 

    Arthur J. Gallagher & Co.

    Murphy, TX
    4 days ago
  •  ...Commercial Lines Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting... 
    Work experience placement
    Live out
    Work at office
    Local area
    Flexible hours
    Shift work

    Arthur J. Gallagher & Co.

    Plano, TX
    3 days ago
  • $66.5k - $90k

    Job Information Job Identification 210582950 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 03/04/2025,...  ....P. Morgan is the place for you! As a Digital Client Service Associate within the U.S. Private Bank at J.P. Morgan you will be responsible... 
    Full time
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  • Bank of America in McKinney, Texas is seeking motivated individuals to provide client service support to Financial Advisors. This role involves ensuring excellent client service, maintaining relationships, and supporting operational excellence. Candidates should possess... 
    Work at office

    Bank of America

    Mckinney, TX
    2 days ago
  • $50k

     ...Job Description Job Description Client Service Associate Position Summary We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong organizational, interpersonal, and communication skills.... 
    Full time
    Work at office
    Remote work
    Shift work

    RK Partners

    Plano, TX
    6 days ago
  • A leading financial services firm in Plano, Texas, seeks a Client Service Associate in the Wholesale KYC Organization. In this role, you will ensure compliance with regulatory requirements, conduct client due diligence, and assist with risk assessments. The ideal candidate... 

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  • A leading financial institution is seeking a Digital Client Service Associate to enhance client relationships within the Private Bank. The role involves providing top-tier client service to large family and institutional clients, utilizing various systems to ensure prompt... 

    JPMorgan Chase & Co.

    Plano, TX
    1 day ago
  • A financial services firm in Plano, TX is seeking an International Client Services Associate to join their International Private Client Group. This onsite role involves working closely with UK clients, managing operational aspects of client relationships, and collaborating... 

    Fisher Investments

    Plano, TX
    2 days ago
  •  ...Client Onboarding Implementation Associate Embark on a rewarding journey as a Client Onboarding Implementation Associate at JP Morgan Chase, where...  ...sponsorship. About Us Chase is a leading financial services firm, helping nearly half of America's households and... 
    Temporary work

    Chase

    Plano, TX
    1 day ago
  •  ...relationships with our most complex Commercial Bank clients across the country.  As a Client Success Senior Associate within the Commercial Bank you will serve as a...  ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams... 
    Work experience placement
    Work at office

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...Job Description Job Description Client Support Associate - Bilingual - Spanish Location: Richardson, Texas Job Type: Full-Time...  ...Effectively communicate the value of retaining our firm’s services Accurately input data and maintain records Collaborate... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    MAS Law Firm

    Richardson, TX
    1 day ago
  •  ...Woodforest National Bank in Frisco, Texas is looking for a Relationship Associate I to provide administrative services and customer assistance in loan servicing. The position focuses on coordinating documentation, processing, and customer support throughout the loan lifecycle... 
    Full time
    Work at office

    Woodforest National Bank

    Frisco, TX
    6 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!