Client Service Associate
Chase
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 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 JPMorgan Chase, 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. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise. Chase
- 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...SuggestedWork at officeLocal area
- 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...SuggestedWork at officeLocal area
- Texas Capital Bank seeks an Operations Associate - Client Service Officer in Richardson, TX to serve as the primary operational contact for commercial banking clients. You will coordinate onboarding, account maintenance, and timely execution of client instructions, working...Suggested
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...SuggestedWork at officeImmediate start
- ...Job Description Job Description The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi...SuggestedFull timeWork at office
$24 - $25 per hour
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...opportunity for a Client Service Associate! This role is a primary point of contact...Hourly payPermanent employmentFull timeContract workTemporary workWork at officeFlexible hoursNight shift- ...relationship managers with all deposit servicing needs, including new account opening, research... ..., loan closings, and other duties associated with the lending function Serve as administrative... ..., calendar management, prospect or client research, or other functions associated...
- Morgan Stanley is seeking a Registered Client Service Associate in Plano, TX to provide exceptional client service and support Financial Advisors. The role focuses on cultivating relationships, processing transactions, and educating clients on digital tools. The position...
- ...Job Description Job Description We are seeking a detail-oriented Client Account Operations Associate to support a fast-paced financial services team. This role focuses on reviewing client accounts, analyzing account information, researching details, and coordinating...Summer workInternshipMonday to Friday
- ...risk toolsValidate business legitimacy and evaluate products or services, sales channels, and customer experience considerationsAssess... ...partnering with Risk, Legal, Compliance, Controls, Operations, Sales, Client Management, and know your customer / anti-money laundering...
- ...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...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- Bring your expertise to JPMorganChase. As part of Loan Servicing and Asset Management, you are at the center of keeping JPMorganChase strong... ...risks, apply sound judgment, and deliver a high-quality client experience while meeting loan document and servicing requirements...
- ...expertise to JPMorganChase. As part of Loan Servicing and Asset Management, you are at the... ...an Agency Asset Management Credit Risk Associate in Loan Servicing and Asset Management,... ...sound judgment, and deliver a high-quality client experience while meeting loan document...
- ...wealth management firm, located in Plano, TX , is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their... ...with select clients. Manages new business and client services: Meets with clients and starts new client forms...Full timeWork at officeRelocation
- JPMorgan Chase is seeking a Client Onboarding Implementation Senior Associate to lead onboarding projects, deliver treasury and banking product implementations, and build strong client relationships. You will guide new and existing clients through the transition to the...
- ...enjoy connecting data, risk awareness, and execution, this role offers meaningful impact at scale.As a Senior Associate in Regulatory External Data Services, you ensure our external data filings are accurate, complete, and timely—and you help us strengthen the controls...H1bVisa sponsorshipRelocation package
- Company DescriptionProcom is a leading provider of professional IT services and staffing to businesses and governments in Canada.With... ...Business Services Manager-SiteScope ConsultantOn behalf of our client, Procom Services is searching for a HPE/Business Services Manager...Permanent employmentContract workFor contractorsH1b
- ...essential functions. Shadows experienced Service Advisors to learn how to determine the needs of clients and collect the information necessary for service... ...or a minimal diagnostic fee with explanation of associated costs Assists Service Advisors in writing Repair...Temporary workTraineeshipWork at officeLocal areaFlexible hours
- ...Loan Servicing Professional Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction... ...as the primary loan servicing contact for internal/external clients for issues and resolutions. Administer excellence in the...Daily paidH1bWork at officeRelocation package
- ...century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with... ...creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering...
$10k
...or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with... ...supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales...Work at office$90k - $144k
...caliber. Provides assistance and recommendations to management and clients on workload automation topics pertaining to the architectural design and development of applied systems and software services. Additional capabilities such as script coding or queries to build reports...Full timeLocal areaRemote work- ...boutique wealth management firm, located in Plano, TX, seeks a Client Relationship Associate to help drive client success and operational excellence.... .... Candidates should bring at least one year in financial services and a Bachelor’s degree or equivalent, with strong Excel...Work at officeRelocation
- ...Operations Associate – Client Service OfficerTexas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly...Immediate startDay shift
- ...Registered Wealth Management Client Associate Frisco, Texas To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Description Immediate opening for a customer service-oriented candidate to serve as an Issuer Services and Fund Administration Associate at a dynamic and growing Dallas based... ...agreements for various securities, liaising with client’s senior management and outside advisors...Immediate start
- ...providing flexible lending solutions and outstanding customer service. Driven by our shared mission to pursue excellence for our team... ...community! We are seeking a diligent and customer-focused Service Desk Associate to join our IT support team. This role involves handling IT...Work at officeLocal areaRemote workRelocationFlexible hoursWeekend workAfternoon shift
$10 - $11 per hour
...Grow, Be A Team Player, and Fight Hard To Win. Core Purpose: To create loyal, lifelong fans and exercise practitioners. Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to...Hourly payDaily paidFull timePart timeFlexible hoursWeekend workAfternoon shift- The Servicing Associate, Loan Administration, oversees monthly processing for a bridge loan portfolio, including CLO and REPO investments. This role ensures monthly payments, postings, and pre-payment-date research are completed accurately, on time, and in compliance with...Work at office
- ...customers. Will preform a wide variety of complex and technical task associated with customer transactions within specified time and quality... ...for the effective and professional performance of financial service functions. Assist Management in supervising the Customer...Full timeWork at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client account associate Plano, TX
- health services administrator Plano, TX
- information technology and services consultant Plano, TX
- card services specialist Plano, TX
- guest services associate Plano, TX
- environmental service worker Plano, TX
- environmental service aide Plano, TX
- toyota service advisor Plano, TX
- community services specialist Plano, TX
- food service officer Plano, TX




