Client Service Associate

Job Description

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.