Client Service Associate
Chase
Client Service AssociateBe 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 ResponsibilitiesLead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principlesDevelop long term client relationshipsProactively work to determine service improvements and solicit client input and feedback to drive client satisfactionConduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficienciesProactively discuss client trends/issues with internal partners to further customize solutions for clientsActively participate in deal team meetings as new products and services are added to clientsInfluence internal partners to recommend products and services based on knowledge of client behaviorsLearn and understand existing and upcoming technologies to support client consultation and requestsIdentify opportunities for use of digital tools to offer self-service solutions with a high degree of successSolicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscapeRequired qualifications, capabilities and skills Data Analytics & Change Management experienceAbility to influence others without direct supervisionAbility to provide quantifiable management reporting & present findingsProject Management & ExecutionExcellent verbal, written, interpersonal, presentation, negotiating and organizational skillsStrategic thinking with the ability to adapt to changeDemonstrated team building skills and ability to work in a team environment3+ years of client facing work experiencePreferred Qualifications, capabilities and skillsComprehensive knowledge of Treasury Services and/or Custom Card productsBachelor of Science or Business Administration DegreePassion for learning new operating models, technologies, and industry trendsGoogle G suites / Microsoft Office adeptJoining 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 moreHelp the community through expansive volunteer opportunitiesJoin one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employeesFinal 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 UsJPMorganChase, 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 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.
- ...Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...SuggestedContract work
$85k - $100k
...located globally. We make these managers available to our clients through pooled investment limited partnerships. We... ...planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago.ResponsibilitiesThe...SuggestedTemporary workWork experience placementWork at officeVisa sponsorship- ...Our client, an established financial services firm seeking a Client Services Associate to support a team of advisors and high-net-worth clients. This individual will provide client service, account administration, operational support, and relationship management within...SuggestedWork at office
$75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with...SuggestedFull timePart timeWork at officeRemote workWork from homeMonday to Friday- ...Beacon Hill is seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering exceptional client service while supporting the operational side of the business. With 2+ years of experience in wealth management or related...Suggested
- ...Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment...Work experience placementWork at officeFlexible hours
- ...Client Service AssociateWe are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role...Work at office
- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
- ...Client Service Associate Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. A growing, collaborative RIA is seeking a Client Service Associate to join its team in Chicago. This is an excellent opportunity for someone with...Work at officeFlexible hours
- ...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, and growing...Work at office
- ...solve critical business challenges quickly. As demand for flexible, high-impact talent continues to grow across the U.S., our Client Service team plays a central role in translating client needs into successful project outcomes. This role is ideal for recent graduates...Full timePart timeInterim roleInternshipWork at officeRemote workFlexible hours
$54k - $70k
...Client Servicing Analyst Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving...Work at office$66.04k - $115.56k
...applications. Job Information Job Identification 210694928 Job Category Client Service Business Unit Commercial & Investment Bank Posting Date 03/19... ...Description Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an...Full timeTemporary work- Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
- ...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...
$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 Chicago, IL. The...Full timePart timeLocal area- ...Job Description Job Description Client Service Associate - Mission Viejo, CA This is a full-time, in-office position As a Client Service Associate , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role...Full timeWork at office
$110k - $140k
...building customized separate account portfolios around each clients objectives risk tolerance income needs liquidity and time horizon... ...preservation and long-term growth. The Senior Client Service Associate is responsible for the full life cycle of a relationship and...Full timeWork at office- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional...
- ...Job Description Job Description Department: Client Service Reports To: Senior Associate Manager, Client Service FLSA Status: Exempt POSITION SUMMARY A Client Service Associate provides extraordinary client service as a dedicated member of a...
- ...Client Relationship Associate The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service...Work at office
- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...Defined Contribution Investment Only Internal Client Advisor Business Overview: JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across...
- J.P. Morgan Chase in Chicago, IL is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors within Wealth Management. The role interfaces with clients and advisors to deliver...
- Brobston Group LLC in Oak Brook seeks a motivated Part-Time Operations Associate to support back-of-house retail operations and deliver exceptional client service in a luxury setting. You will manage inventory processes, maintain systems, host client appointments and waitlists...Part time
$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...Summer workInternshipH1b$52.5k
...Guest Service AssociateRenovo Financial is a rapidly growing Chicago-based private lender... .... We pride ourselves on supporting clients by providing unparalleled service, from... ...Position Summary:Renovo's Guest Service Associate is responsible for providing best-in-class...Work at office
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