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 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
- ...Client Service Senior 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...SuggestedWork experience placementWork at office
$17 - $20 per hour
...Our client, a leading organization within the financial services industry, is seeking motivated and customer-focused professionals to join their team as Financial Services Professionals. This role provides comprehensive training, career development opportunities, and...SuggestedContract workRemote work$21 per hour
...Client Services Associate Are you looking to launch your career in financial services and customer support? We are seeking motivated, customer-focused professionals to join a growing service organization supporting financial advisors and investors. This role offers...SuggestedContract workTemporary workRemote workMonday to FridayShift work$21 per hour
Client Services Associate Job Overview Are you looking to launch your career in financial services and customer support? We are seeking motivated, customer-focused professionals to join a growing service organization supporting financial advisors and investors. This role...SuggestedContract workTemporary workRemote workMonday to FridayShift work- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedWork at officeLocal area
- ...A leading global financial services firm is looking for a Registered Client Service Associate in Gilbert, AZ, to enhance client experiences. In this phone-based role, you will provide exceptional service to both institutional and retail clients. Candidates should possess...
- ...Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of... ...with the power to make a difference. Join us! Client Service Associates Client Service Associates will be co-located at a central...Temporary workInternshipWork at officeShift workDay shift
- ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance...Work from homeFlexible hours
- A leading digital platform in Chandler, Arizona, is seeking a candidate for a client service leadership position that offers flexibility, growth opportunities, and a supportive environment. This role provides the chance to work from home and be part of a nurturing community...Remote jobWork from home
$22 per hour
...Job Description Job Description SAGE Counseling's Client Services Associates (CSA) are primarily responsible for being the first point of contact for SAGE clients and referral sources. CSAs aid with appointment scheduling and a variety of administrative, coordination...Hourly payFull timeWork at officeRemote workMonday to Friday$70k - $115k
Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan...Contract workTemporary workWork at officeFlexible hours- ...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,...Work at office
- ...Are you a forward-thinker, skilled in creative-problem solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Gilbert, AZ office to help effectively educate, service and lead clients in best managing...Full timeWork at officeWorldwide
- ...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...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$70k - $115k
...Institutional Infrastructure Solutions (IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports clients in partnership with Morgan Stanley’s Fund Services...Full timeContract workTemporary workWork at officeFlexible hours- Job Overview Merrill Wealth Management is seeking a client‑service professional who will provide dedicated support to a team of Financial Advisors. The role focuses on client advocacy, operational excellence, and enhancing the overall client experience. Responsibilities...Seasonal workWork from homeShift workDay shift
$54k - $99.6k
...Address: 1625 W. Fountainhead Parkway Job Family Group: Commercial Sales & Service Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring...Contract workPart timeWork experience placementWork at officeLocal area- ...07/30/2026 Address:1625 W. Fountainhead Parkway. Job Family Group:Commercial Sales & Service. Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a pr Client Service, Service Advisor, Advisor...
- ...Client Service Team Manager Are you ready to grow your career and lead a team at a respected, global company? Are you empathic to client... ...needs, coordinate additional training as required, evaluate associates on performance, complete appraisals, establish Individual Development...
$66.74k - $111.24k
...driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. Job Overview As a Service Manager at LPL Financial, you'll step into a pivotal role at the heart of our Client Success...Work at officeRemote workWork from home- ...Conference Services Manager Omni Tempe Hotel at ASU, located at the corner of University and Mill, Tempe, Arizona. Overview The Conference... ...and meeting room arrangements with the meeting planner/client. The manager will serve as the liaison between the meeting planner...Flexible hours
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...and written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how you...Full timeFlexible hours
- ...support regulatory compliance requirements. You will track client interactions and service activities using internal systems. You will prepare... ...knowledge is normally acquired through completion of an Associate\'s Degree in a Business related field (Bachelor\'s preferred...
$85k - $90k
...Commercial Card Specialist to act as the key service points of contact for Commercial Card's... ...require both proactive and reactive client engagement. The CCSs receive inquiries from... ...a strong understanding of the risks associated with the employee's position, escalating...Local area- ...SUMMARY: Hours: Monday-Friday 8:30am-5:00pm The role of the Client Services Representative requires exceptional customer service... ...absence, compensation, and training. Benefits: Clin-Path Associates offers nationally competitive compensation and benefits. Our...Full timeWork at officeLocal areaMonday to FridayFlexible hours
$90k - $110k
...Surety Client Manager The Surety Client Manager supports Producers and Account Executives in all prospecting and account management... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...Job Description Veterinary Client Service Representative (CSR) Countryside Animal Hospital Full-Time or Part-Time | AAHA-Accredited... ...a difference-we'd love to meet you! National Veterinary Associates is a leading global pet care organization united in the love...Full timePart timeWork at officeLocal areaMonday to FridayFlexible hoursDay shift
- ...Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding traditional and hybrid RIAsto grow their businesses and deliver exceptional client service. We combine advanced...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client services associate Tempe, AZ
- client relationship associate Tempe, AZ
- professional services specialist Tempe, AZ
- patient service specialist Tempe, AZ
- health services administrator Tempe, AZ
- human services specialist Tempe, AZ
- court services officer Tempe, AZ
- service delivery associate Tempe, AZ
- family services specialist Tempe, AZ
- patient service associate Tempe, AZ

