Client Service Senior Associate

Job Description

Step into the role of a Client Service Associate within our Commercial & Investment Bank (CIB) 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 JP Morgan Chase. 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 Sr Service Associate within JPMorgan Chase, you will be a key player in managing and enhancing our client relationships. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. You will leverage your broad knowledge of our professional discipline to provide advice and support, ensuring compliance with technical standards and organization policy. Your work will have a significant impact on other departments, and your decisions will shape short-term outcomes. You will be expected to identify gaps in information, conduct analyses to solve problems, and put forward recommendations for managing more complex situations. Your ability to establish productive relationships with internal stakeholders, coupled with your developing skills in continuous improvement, project management, and change management, will be crucial in driving mutually beneficial outcomes. Your role will also involve planning and organizing your own work, and potentially that of a team, in a dynamic environment with changing priorities. Your developing proficiency in data and tech literacy will enable you to understand and implement new technologies that enhance client experience.  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

• Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention
• Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform
• Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances
• Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service
• Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties

Required qualifications, capabilities and skills   

• 3+ years of experience or equivalent expertise in managing client relationships within a financial services environment, with a focus on treasury and cash management products and services
• Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency
• Exhibited leadership skills, with the ability to guide and mentor team members, foster a collaborative team environment, and inspire other to achieve project and organizational goals 
• Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties
• Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service
• Advanced analytical and problem-solving skills, with the ability to assess complex situations and develop effective solutions 
• Proficiency in managing change within an organization, with experience in strategic communications, influencing others, and mitigating stakeholder impact.  
• Capable of understanding the industry, market trends, and the client’s business environment to provide insights and recommendations that align with their strategic goals 
• Identify potential challenges and opportunities for clients by providing proactive solutions and strategies before issues arise to enhance client satisfaction and loyalty 
• Exceptional written and verbal communication abilities, articulate complex ideas, updates and resolution to internal and external key stakeholders 
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing data, reports, and creating presentations to support client service activities 

Preferred qualifications, capabilities and skills 

• Engage in strategic planning to align client services with organizational goals and client needs. 
• Utilize your problem-solving skills to de-escalate and resolve client issues 
• Develop and implement strategies to improve client satisfaction and service delivery. 
• Collaborate with cross-functional teams to ensure seamless client service operations. 
• Build and maintain strong client relationships to support long-term business success. 
• Bachelor’s Degree and/or equivalent work experience 

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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.