Client Service Associate
$64.6k - $87.5kJPMorgan Chase Bank, N.A.
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. JPMorganChase offers a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Additional 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. 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. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. Base Pay/Salary Chicago, IL $64,600.00 - $87,500.00 #J-18808-Ljbffr
- ....P. Morgan to connect them with exceptional professionals for this role. 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...SuggestedWork experience placement
- ...DESCRIPTION If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving,...SuggestedWork at office
- ...Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished appearance, refined taste and a discerning eye for luxury. Your Responsibilities...Suggested
$46.9k - $70.2k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...success meets success. What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor...SuggestedWork at officeFlexible hours$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$26.27 - $28.27 per hour
...Client Service Associate Fixed Income Our client, a large financial services company, is seeking a Client Service Associate Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM 5:30 PM...Contract workRemote work- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client...Work at office
- ...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 placementWork at office
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
$60k - $70k
...professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so... ...CIBC, please visit CIBC.com What you'll be doing As a Client Service Associate, you'll play a key role in supporting our Senior Relationship...Full timeInternship- ...CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings...
- ...Client Service Associate Primary Location :Chicago, Illinois V-Soft Consulting is currently hiring for a Client Service Associate for our premier client in Chicago, Illinois. Education and Experience " ~ University (Degree) Preferred WHAT YOU...Currently hiringLocal area
- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...
$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you...Full timeTemporary workWork at officeImmediate start- ...Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT,... ...for our cutting-edge technology and client commitment. IBKR affiliates provide global... ...fitness stipend to offset costs associated with traditional gym and fitness memberships...Temporary workWork at officeRemote workFlexible hours
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is...Work at officeRemote workShift work$55k - $85k
100 Raymond James & Associates, Inc. is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors. Key responsibilities include client onboarding, account maintenance, transaction processing, and creating financial...- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift work
- A Multi-Family Office is seeking a Client Service Associate in Chicago to service ultra-high net worth clients by providing comprehensive family office services. Responsibilities include acting as the primary point of contact for client communications, managing custody...Work at office
- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate will join the financial services team, act as a primary point of contact for clients, and support advisors in providing exceptional service. Ideal candidates should have...
- NFP Corp is seeking a Client Service Associate II in Chicago to deliver high-quality customer service to private clients and Investment Consultants. You'll manage client onboarding, execute complex transactions, and act as a liaison between custodians and clients. The...
$39 - $42 per hour
**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what...Hourly payWork at officeLocal areaImmediate start- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta, GA office. The...Work at officeLocal area
- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...Contract workLocal areaImmediate start
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
$65k - $85k
...institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence. With over... ...communities. For more information, visit and The Client Service Associate is responsible for high-quality customer service and communication...Work at officeLocal areaRemote workShift work$54k - $70k
Client Servicing Associates are responsible for delivering top‑notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between...Work at office- Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...Work at office
- CoinFlip is seeking a highly driven Client Services Associate in Chicago. This role involves building and maintaining strong client relationships while ensuring their satisfaction. The candidate should possess strong communication skills and a bachelor's degree in Business...Base plus commission
$75k - $85k
Senior Client Services Associate - Chicago, IL About the Job The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to...Full timeWork at office
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