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

Client Service Associate

Chase

Client Service AssociateHelp clients succeed by delivering fast, accurate support and thoughtful solutions. You'll build trusted relationships, collaborate with global partners, and play a key role in improving how clients use treasury and cash management services. If you enjoy problem-solving, influencing across teams, and driving better experiences through data and process improvements, this role offers a strong platform to grow.As a Client Service Associate in Client Service, you support a portfolio of clients by researching and resolving inquiries related to treasury and cash management products and services. You partner closely with internal stakeholders to coordinate resolution, strengthen client relationships, and identify service improvements. This role may require up to 10% travel. This role is not eligible for employer immigration sponsorship.Job responsibilitiesManage a portfolio of client relationships and serve as a primary point of contact for service inquiriesResearch, track, and resolve client requests across products and services, coordinating with internal partners as neededCommunicate with clients via phone, email, and video conferencing to provide timely updates and clear resolutionsProactively identify recurring issues and recommend service improvements based on trends and client feedbackConduct periodic relationship check-ins to understand client needs and surface potential risks, including fraud-related exposure, and escalate appropriatelyParticipate in onboarding and implementation discussions as new products and services are added for clientsCollaborate with partners to align on solutions that support client needs and operational readinessPrepare and present management reporting on request volumes, trends, root causes, and outcomesPromote adoption of appropriate digital and self-service tools to improve client experience and reduce manual effortMaintain accurate documentation of client interactions, actions taken, and follow-ups in applicable systemsRequired qualifications, capabilities and skills3 years of client-facing experience in client service, account management, or a related roleExperience supporting treasury, cash management, payments, or similar financial services productsExperience using data to produce management reporting and present insights to stakeholdersExperience supporting change initiatives and/or process improvement efforts in a structured environmentDemonstrated ability to manage multiple priorities, execute reliably, and meet deadlinesStrong verbal and written communication skills, including the ability to explain complex topics clearlyDemonstrated ability to collaborate across teams and influence outcomes without direct authorityStrong stakeholder management and interpersonal skills, with a client-first and solutions-oriented approachPreferred qualifications, capabilities and skillsBachelor's degree or equivalent work experienceExperience supporting commercial card, treasury, or cash management solutions in a regulated environmentProficiency in productivity tools (e.g., Google Workspace or Microsoft Office)Experience with client issue investigation, root cause analysis, and escalation managementDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.Interest in learning new operating models, technologies, and industry trendsFinal level and title will be determined at time of offer and may differ from this posting.About UsJPMorgan 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/VeteransAbout the TeamJ.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.

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Irvine, CA vacancy
  •  ...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.... 
    Suggested
    Work experience placement
    Work at office

    Chase

    Irvine, CA
    1 day ago
  • $34.32k - $90k

     ...DUTIES and RESPONSIBILITIES CLIENT SUPPORT Providing service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    Irvine, CA
    4 days ago
  •  ...professionals. Through our unparalleled list of services, incomparable customer support, and...  ...Stack’s Bowers Galleries provides every client the opportunity to achieve their...  ...environment? We’re looking for a Client Services Associate to join our growing team and be the... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Gold

    Costa Mesa, CA
    18 hours ago
  • $68.6k - $97.4k

     ...Client Service AssociateOn April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N.A. Additionally, First Foundation...  ...highly motivated individual to fill the full-time Client Service Associate position at our Irvine, CA Location.The salary range for this... 
    Suggested
    Full time
    Work at office
    Night shift

    Sunflower Bank

    Irvine, CA
    1 day ago
  • $64.1k - $88.1k

     ...Job Title Registered Client Service Associate Company Overview We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries... 
    Suggested
    Full time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Newport Coast, CA
    2 days ago
  • $65k - $85k

     ...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services...  ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy... 
    Full time
    Internship
    Monday to Friday
    Flexible hours

    The Rand Group

    Newport Beach, CA
    1 day ago
  •  ...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.... 
    Flexible hours

    Chase

    Irvine, CA
    2 days ago
  • $50k - $60k

     ...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,... 
    Work at office

    Alphabe Insight

    Santa Ana, CA
    2 days ago
  •  ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals... 
    Work at office

    Beacon Pointe Advisors LLC

    Newport Beach, CA
    20 days ago
  • $34.32k - $90k

    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... 
    Temporary work
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Newport Beach, CA
    2 days ago
  • TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent...  ...00MM AUM based in Newport Beach, CA is hiring a Registered Client Service Associate to their growing team. Our client is seeking a polished and... 

    TalentWealth

    Newport Beach, CA
    4 days ago
  • $68k - $120k

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this... 
    Temporary work
    Work experience placement
    Local area

    Morgan-Stanley

    Newport Beach, CA
    5 days ago
  •  ...Senior Client Service AssociateAt Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure every... 
    Work at office
    Local area
    Shift work

    Arthur J. Gallagher & Co.

    Irvine, CA
    1 day ago
  • $50k - $60k

     ...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company...  ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA.... 
    Local area

    Oppenheimer & Co. Inc.

    Newport Beach, CA
    5 days ago
  • $68k - $120k

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this... 
    Full time
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Newport Beach, CA
    18 hours ago
  •  ...has grown to be a nationwide firm with clients from coast to coast. We are committed to...  ...about starting a career in the Financial Services industry? Do you enjoy helping people and...  ...be part of a growing team. The Service Associate is an entry level, non-registered role that... 
    Hourly pay
    Contract work
    Remote work

    Trilogy Financial

    Tustin, CA
    1 day ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...Advisors and Private Client Investment Associates. You will drive the execution of key strategies... 
    Flexible hours

    JP Morgan Chase

    Irvine, CA
    1 day ago
  •  ...Wealth Management Client Associate Irvine, California To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Irvine, CA
    1 day ago
  • $25 - $44 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... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    ghr

    Irvine, CA
    4 days ago
  •  ...environments and engaging confidently with clients? If so, the Commercial Term Lending team...  ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where...  ...estate firm or other area of financial services (Investment Management, Commercial... 
    Work at office

    TwinThread LLC

    Irvine, CA
    4 days ago
  • $24 - $29 per hour

     ...Support Services (Tax Assistant) At Redwitz, we offer a comprehensive range of professional services, including accounting, audit, financial...  .... These values drive us to deliver exceptional service to our clients while fostering a supportive, collaborative environment for our... 
    Hourly pay
    Work at office

    Redwitz, Inc.

    Irvine, CA
    1 day ago
  •  ...Description Job Description This role is direct support of the Client Engagement Manager (CEM) and Managing Director (MD) and...  ...information and scheduling presentations. Reception & Guest Services •    Receive and transfer incoming calls for the Customer Experience... 
    Hourly pay
    Work at office

    PeopleSpace

    Irvine, CA
    11 days ago
  • $64k - $94.99k

     ...About this role: Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn...  ...In this role you will: Assist Financial Advisor(s) with service and operational related activities such as providing service... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Irvine, CA
    1 day ago
  •  ...setting up merchant accounts, and provide support if any concerns arise. ResponsibilitiesSupport in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely. Professionalism... 
    Internship
    Flexible hours

    EBizCharge

    Irvine, CA
    12 hours ago
  • $25 - $28 per hour

     ...employment law firm is seeking a skilled and experienced Office Services Specialist to join our team. In this essential role, you will...  ...providing crucial support to our department in delivering exceptional client service and maintaining our commitment to excellence. Key... 
    Hourly pay
    Full time
    Work at office
    Relocation

    Fisher & Phillips

    Irvine, CA
    1 day ago
  • $150k - $225k

     ...access to sophisticated matters across multiple industries. With a presence in key markets and a practice built around responsive client service, we offer an environment where attorneys can build substantive experience while working alongside respected practitioners in a... 
    Work at office
    Visa sponsorship

    CyberCoders

    Irvine, CA
    2 days ago
  • $74.8k - $89.25k

     ...are the leading provider of professional services to the middle market globally, our...  ...confidence in a world of change, empowering our clients and people to realize their full...  ...RSM. As a Global Employer Services Tax Associate you will be responsible for the following... 
    Full time
    Work experience placement
    Work at office
    Local area

    RSM

    Irvine, CA
    3 days ago
  • $115k - $150k

     ...Best Best & Krieger LLP is a nationally recognized law firm focused on delivering effective and client-service oriented solutions to complex legal issues facing public agencies, businesses and individuals across the U.S. BBK is proud to trace the firm's success back to... 
    Work at office
    Immediate start

    Best Best & Krieger

    Irvine, CA
    3 days ago
  •  ...your home. AO Globe Life is expanding its remote team and seeking service-minded professionals who want meaningful work, flexibility, and...  ...community. Full training, mentorship, and pre-qualified client consultations are provided so you can focus on guiding families... 
    Remote job
    Flexible hours

    AO Globe Life

    Costa Mesa, CA
    3 days ago
  •  ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception through... 
    Work at office
    Local area
    Flexible hours

    Travelers

    Irvine, CA
    2 days ago

Do you want to receive more vacancies?

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