Client Service Associate
J.P. Morgan
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION 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 a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect. Job 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 Required qualifications, capabilities and skills 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 Preferred Qualifications, capabilities and skills 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 Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more Help the community through expansive volunteer opportunities Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for the position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (10%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship. 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.aa415a4b-8b21-40fc-a65c-70d2b25ca29a
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests...SuggestedWork experience placementWork at office
- 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...SuggestedWork experience placementWork at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
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$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Providing service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or...Temporary workWork at officeLocal area$25 per hour
...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time$55k - $77.5k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...Full timeInternshipMonday to FridayFlexible hours$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area$64.1k - $88.1k
...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...Licensed Client Service Associate - Fountain Valley Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back...
- ...Ameriprise Financial is seeking a Registered Client Service Associate to support top advisors by preparing financial plans, client materials and meeting follow-ups. You will handle scheduling, data entry, and coordination of new business paperwork to ensure accurate submissions...Work at officeRemote work
$16 - $19 per hour
...HUB Service Team Opportunity In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected... ...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North...Local areaFlexible hours$74.39k - $103.81k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Full time- Citi is hiring a Licensed Client Service Associate in Fountain Valley, California, to deliver wealth management services with guidance from Banker teams. The role requires thoughtful risk assessment, adherence to laws and Citi policy, and clear communication in a client...
- Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base. Candidates should...Full time
$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...Work at office$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area$23 - $26 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...The primary focus of a Client Service Associate I is to provide excellent follow-through...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours$25 per hour
...Job Description Job Description Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands...Hourly payFull timeWork at officeMonday to Friday$68.6k - $97.4k
...advisory, financial planning, and related services to individuals, families, businesses,... ...Sunflower Bank, we are committed to helping clients achieve their financial goals through a... ...to fill the full-time Client Service Associate position at our Irvine, CA Location....Full timeWork at officeFlexible hoursNight shift- Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Work at office
- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area$35.6k - $66.2k
...Posted Date: 2026-09-15SUMMARYUnder direct supervision of the Client Service Executive, provide administrative and project support to... ....This position interactswithand provides service to internal associates and has contact with clients and vendors. The Benefits Service...Minimum wageWork at office- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors, helping with account openings, trades, and...
- ...work environment. Responsibilities: Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and... ...first-level support for client issues related to products and services. Document client interactions, issues, resolutions, and follow-...Full timeInternshipFlexible hours
- ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
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