Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Service Account Associate

Chase

Client Service Account Manager

Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients.

As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.

Job responsibilities:

  • Act as key advisor to the client, providing advice and consultation on decision making
  • Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
  • Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
  • Use product knowledge to recommend and participate in product enhancements and service delivery plans
  • Convey complex ideas and client issues with confidence
  • Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes

Required qualifications, capabilities and skills:

  • Minimum 3 years of relevant industry and/or functional experience
  • Understanding of core Treasury Services product sets
  • Ability to present oral and written communication in an organized, clear and confident manner
  • Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
  • Ability to partner with internal colleagues and external clients
  • Applies sound judgment during the decision making process; evaluates risk factors
  • Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
Chase
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Client Service Account Associate in Houston, TX vacancy
  •  ...Description Job Description: Title: Senior Account Associate - Commercial Lines Work Mode:...  ...: Provide administrative and customer service support to the account team, Producer,...  ...Track policy expirations for existing clients, ensuring renewals are processed... 
    Senior
    Contract work
    For contractors
    Remote work

    Insurance Office of America

    Bellaire, TX
    3 days ago
  • $90k - $115k

     ...the entire life-cycle of our clients’ private funds and...  ...consistent excellence and accountability, while being allowed to live...  ...providing excellence in our service, while never wavering from...  ...Administration Accounting Senior Associate FSG is the opportunity... 
    Senior
    Full time
    Work at office
    Local area
    Remote work

    Fund Services Group

    Houston, TX
    a month ago
  •  ...work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well-being, strong...  ...promising future. Position Summary Provide support to assigned Account Managers and book of business by managing policies, account... 
    Suggested
    Full time
    Work at office
    Remote work

    Hotchkiss Insurance

    Houston, TX
    11 days ago
  •  ...work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being,...  ...for the future. Position Summary The Benefit Account Associate plays a vital role in supporting the Benefits Account Team... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Hotchkiss Insurance

    Houston, TX
    more than 2 months ago
  • $50k - $75k

     ...Account Associate - State Farm Agent Team MemberAs Account Associate - State Farm Agent Team Member for Steve Sipes - State Farm Agent, you...  ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... 
    Suggested
    For contractors

    Steve Sipes - State Farm Agent

    Houston, TX
    4 days ago
  • $60k - $100k

     ...State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.Responsibilities:Establish customer relationships and follow up with customers, as needed.Use a customer-focused, needs-... 
    For contractors
    Monday to Friday
    Flexible hours
    Weekend work

    Travis Davis - State Farm Agent

    Houston, TX
    4 days ago
  • $35k - $40k

     ...Account AssociateAs an Account Associate for State Farm Insurance - Wilbert Sumuel, you are vital to our daily business operations and customers' success...  ...by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... 
    Work at office

    Wilbert Sumuel

    Houston, TX
    4 days ago
  • $16.83 - $24.83 per hour

     ...Insurance And Financial Services Sales Representative Team MemberJoin our dynamic insurance and financial services team as an Insurance...  .... You will have more free time to enjoy, travel, and help your clients build solid financial futures. Additionally, you will be excited... 
    Base plus commission
    Hourly pay
    Temporary work
    For contractors

    Grant Looman - State Farm Agent

    Houston, TX
    4 days ago
  • $10 - $20 per hour

     ...meet marketing goals, developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. You will also help manage the website and social media content, and maintain a strong work ethic with a total commitment to... 
    Hourly pay
    Part time
    For contractors
    Work at office
    Flexible hours

    Leslie Bourgeois - State Farm Agent

    Houston, TX
    4 days ago
  • Are You Driven & Ambitious?We are a very busy office and are looking for our next great team member. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you are ...
    For contractors
    Work at office

    Rock Nelson - State Farm Agent

    Houston, TX
    4 days ago
  • $30k - $60k

     ...Insurance Sales Associate (P&C & Life) Limited Full-Time | In-Office | Account Associate - State Farm Agent Team MemberDaniel...  ...records by updating policy and client information in our CRM/database....  ...drive to winExcellent customer service and communication skills (friendly... 
    Full time
    For contractors
    Work at office

    Daniel Lottinger - State Farm Agent

    Houston, TX
    4 days ago
  • $35k - $40k

     ...Account Associate As an Account Associate for State Farm Insurance - Wilbert Sumuel, you are vital to our daily business operations and...  ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an... 
    Work at office

    Wilbert Sumuel

    Houston, TX
    1 day ago
  • $80k - $100k

     ...Account AssociateAs an Account Associate for KEVIN LUONG - State Farm Agent, you are vital to our daily business operations and customers' success. You...  ...customers by proactively marketing relevant products and services.Responsibilities:Manage customer accounts and update... 
    For contractors
    Work at office

    Kevin Luong - State Farm Agent

    Houston, TX
    3 days ago
  •  ...performing team, we'd love to meet you. Role Description As an Account Associate for Shane Rogers - State Farm Agent, you are vital to our...  ...of customers by proactively marketing relevant products and services. Responsibilities Manage customer accounts and update information... 
    Work at office
    Local area
    Flexible hours

    Masters4disasters

    Houston, TX
    3 days ago
  •  ...Account Associate - State Farm Agent Team MemberSuccessful State Farm Agent is seeking a qualified professional to join their winning team...  ...Humble, TX and help customers with their insurance and financial services needs, including:Auto insuranceHome insuranceLife... 
    Hourly pay
    For contractors

    Ashley Jeans Henry - State Farm Agent

    Houston, TX
    4 days ago
  •  ...of our customers by proactively marketing relevant products and services. We're looking for motivated individuals that are either in...  ...state of Texas (preferred) Experience in insurance sales or account management (preferred) Strong leadership and interpersonal skills... 
    For contractors
    Work at office

    Kyle Lindner - State Farm Agent

    Houston, TX
    1 day ago
  •  ...dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of...  ....Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make... 
    For contractors

    Josh Nazar

    Houston, TX
    4 days ago
  •  ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Renters Insurance. Our office is located... 
    For contractors
    Work at office

    Joy Knox - State Farm Agent

    Houston, TX
    1 day ago
  • $35k - $55k

     ...offTraining & developmentRole Description:As Account Associate - State Farm Agent Team Member for Boudreaux Insurance & Financial Services, Inc., you are vital to our daily business...  ...of Honor, Million Dollar Round Table, Senior Vice President's Club, National Quality Award... 
    For contractors
    Work at office

    Boudreaux Insurance And Financial Services, Inc.

    Houston, TX
    4 days ago
  • $65k - $80k

     ...the entire life-cycle of our clients’ private funds and...  ...with consistent excellence and accountability, while being allowed to live...  ...providing excellence in our service, while never wavering from our...  ...Fund Administration Accounting Associate FSG is the opportunity... 
    Full time
    Work at office
    Local area
    Remote work

    Fund Services Group

    Houston, TX
    a month ago
  •  ...seeking a professional and detail-National Accounts Associate to support a National Accounts Manager in managing major client relationships. This is a full-time, in-office...  ...years of experience ~ Experience in customer service, client relations, or administrative roles (... 
    Full time
    Work at office

    O'Connor & Associates

    Houston, TX
    29 days ago
  •  ...it be worth it? Absolutely . ROLE DESCRIPTION: As an  Account Associate for Mitch Landry - State Farm Agent, you are vital to our...  ...of customers by proactively marketing relevant products and services. RESPONSIBILITIES: Manage customer accounts and update... 
    Work at office
    Local area
    Flexible hours

    Mitch Landry - State Farm Agent

    Houston, TX
    a month ago
  •  ...team, we'd love to meet you. ROLE DESCRIPTION: As an  Account Associate for Shane Rogers - State Farm Agent, you are vital to our daily...  ...of customers by proactively marketing relevant products and services. RESPONSIBILITIES: Manage customer accounts and... 
    Work at office
    Local area
    Flexible hours

    Shane Rogers - State Farm Agent

    Houston, TX
    29 days ago
  •  ...and leadership. If you’re the type who thrives on performance, accountability, and winning, this role puts you in an environment where...  ...performance. Responsibilities Cultivate and strengthen client relationships through networking, referrals, and ongoing communication... 

    Farmers Insurance Agency

    Houston, TX
    26 days ago
  •  ...to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a...  ...be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have... 
    Senior
    Temporary work
    Local area

    EisnerAmper

    Houston, TX
    4 days ago
  •  ...engagements for financial institution clients. The role serves as a trusted...  ...professional judgment on accounting and assurance matters,...  ...budget (i.e. communicating with associates on scheduling issues or...  ...Core Competencies ~ Client Service ~ Technical Expertise... 
    Senior

    Doeren Mayhew CPAs and Advisors

    Houston, TX
    23 days ago
  • Job Title Location 233 S Wacker Dr, Suite 4400, Chicago, IL, 60606, United States Base Pay 65,000.00 - 75,000.00 / Year Job Category Sales, Lead Generation, Sales Development Industry Finance, Treasury, Payments Job Description Description Summary Redbridge...
    Senior

    Redbridge

    Houston, TX
    3 days ago
  •  ...the Company A Houston-based industrial fabrication and field services group serving customers in aerospace, energy, and marine...  ...vendor invoices a month across the group. We are moving our accounting from a legacy shop-floor system to NetSuite, with go-live on November... 
    Senior
    Weekly pay
    Full time

    SubSea Manufacturing

    Houston, TX
    11 days ago
  • $75k - $90k

     ...relentless innovation, ownership, and accountability, where every team member takes pride in...  ...About the Role We’re hiring a Senior Accounts Payable Analyst – PTP to manage...  ...ideally in an international or shared-services environment. ~ Bachelor’s degree in Accounting... 
    Senior
    Full time
    Flexible hours

    Nscale

    Houston, TX
    more than 2 months ago
  • $99.75k - $262.5k

     ...is responsible for advising clients on the international...  ...industry and the Expatriate Services specialization. Managing staff...  ...workload of Expatriate Services Associates and Senior Associates on assigned...  ...Education:Bachelors degree in Accounting, Business Administration,... 
    Senior
    Work experience placement
    Work at office
    Worldwide

    BDO International

    Houston, TX
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Service Account Associate. Be the first to apply!