Client Service Senior Associate
Chase
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 a Client Service Senior Associate in 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 Senior 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 our medium to complex clients autonomously by delivering solutions to clients 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, Skills and Capabilities
- Comprehensive knowledge of Treasury Services and/or Custom Card products
- 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, skills and capabilities
- 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 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.
- ...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....SeniorFlexible hours
- M&T Bank in Costa Mesa, CA is seeking a client services professional to assist with Global Capital Markets trust administration and servicing for high net-worth clients. You will support account relationship managers and act as the daily contact for client requests and...Senior
$28 - $31 per hour
Senior Client Advisor - Costa Mesa (Richemont - Roger Dubuis) Location: Costa Mesa, CA. Reports... ...Richemont Americas. Mission A Sales Associate at Roger Dubuis is responsible for... ...commercial strategy, sales ceremony and client service excellence. Cultivate and develop a...SeniorHourly payLocal areaFlexible hours- ...Civil Senior Principal Engineer You'll Come for a Job…But You'll Stay for an Exciting... ...CANNON has provided creative solutions to clients in the energy industry, water resources,... ...engineers; and provide excellent client service and delivery. CIVIL SENIOR PRINCIPAL ENGINEER...SeniorContract workRemote work
$220k - $300k
...seeks a Tax Director to oversee tax compliance and manage client relationships. This role entails preparing complex tax returns and leading a team of Associates while ensuring high standards of client service. The ideal candidate will have at least 8 years of relevant...Senior- Anduril Industries is looking for a Senior Systems Engineer to join the Electronic Warfare team in Costa Mesa, California. This exciting role involves working across the full product life cycle, including the design and development of advanced military systems. The ideal...Senior
$175k - $210k
...presence among professional services organizations. You'll embark... ..., working with extraordinary clients spanning every industry, regardless... ..., Trusts and Estates.Senior Managers can expect to:Engage... ...mentor, and evaluate Intern, Associate and Senior Associates; andReceive...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- BDO USA, P.A. seeks a Tax Experienced Manager, Transfer Pricing to advise clients on transfer pricing implications and compliant options. The role includes marketing, networking, and business development within the transfer pricing practice. The position involves leading...Senior
- ...Senior Automation Engineer Our client, an IT Services and Consultant company, is looking for a Senior Automation Engineer for their Irvine, CA location. Responsibilities: Design, develop, and maintain automated test scripts and frameworks for web, API, integration...Senior
$80k - $131k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-... ...each other.CLA is currently seeking an Audit Senior to join our State and Local Government (SLG)...SeniorFull timeLocal area- ...including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information... ...marketing objectives and strategies. Ensures the highest standards of client service are provided. Responsibilities: Develops...SeniorFull timeTemporary workLocal area
- ...products and equipment, offering manufacturing services while creating innovative engineered... ...in Anaheim, CA** SUMMARY: The Senior Customer Service Representative plays a... ...Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors...SeniorContract workTemporary workWork at officeLocal area
$30 - $35 per hour
...Senior Accounts Receivable Specialist Archipelago Companies, a portfolio of highly successful consumer lifestyle brands, is seeking... .... Our brands, including OluKai, Melin, Roark, and Tradewind Services are leaders in their respective markets, offering high-quality...SeniorHourly payWork at officeWork from homeMonday to Thursday$110k - $120k
...Senior Account Manager Senior Account Managers provide essential support to the Account Executives by delivering comprehensive insurance coverage and account servicing to more intricate and high-value clients. Senior Account Managers will participate in client meetings...SeniorFull timeWork at office- ...Senior Client Service Associate At 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...SeniorWork experience placementWork at officeLocal areaShift work
- ...Talent Elite Group is seeking a Senior Accounting Manager in the Central OC area to oversee financial reporting and the close process in a fast-paced private equity-backed setting. You will lead monthly, quarterly, and annual closes, consolidate financials, and prepare...Senior
$118k - $130k
...As an experienced Regulatory Reporting Senior Consultant, you will have the ability to... ...specifically for long-term, onsite client service delivery.Recruiting for this role ends... ...the applicable geographic differential associated with the location at which the position...SeniorLocal areaVisa sponsorship$120k - $175k
...Senior Project Manager First Finish, a premier full-service hotel renovation contractor is now part of the Shawmut family! As a 100% employee-owned company, we are committed to our people, client service, execution, and safety. Here's a glimpse into what we are offering...SeniorFor contractorsFor subcontractor$33.28k - $85k
...Registered Client Service Associate 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...Temporary workWork at officeLocal area$135k - $225k
...Job Description:Withum’s Auditing and Attest Engagement services are the cornerstone of our firm. Withum’s audit and... ...and other agreed upon audit procedures to a variety of client sizes and industries. This Senior Audit Manager role will be based out of our Orange County...SeniorFull timeWork at officeLocal area- ...agency in Southern California to hire a Senior Commercial Account Manager to support a growing... ...lines team. This is a career-level, service-forward role with meaningful authority, strong... ...of autonomy in marketing, renewals, and client advising. This role is ideal for an...Senior
$123.98k - $283.25k
...solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...we stand for as a firm.KPMG is currently seeking a Senior Manager to join our Global Mobility Services (GMS) practice. Responsibilities:Assist clients in identifying...SeniorWork at officeLocal area$165k - $400k
CLA is growing and seeking to hire a Principal to join our International Tax Services team. The Principal contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership. This role is highly specialized...Full time$161.5k - $190k
...ServicesJob Description SummaryThe Senior Project Manager provides... ...assignments for a particular client account, property portfolio,... ...the execution of the various services and processes relating to client... ...orders and other invoices associated with the project; advise and...SeniorMinimum wageFull timeFlexible hours$150k - $220k
...autonomy. Work remotely while representing California business clients in high-impact cases. Collaborate with experienced... ...combining outstanding legal advocacy with personalized client service, strategic thinking, and practical solutions. We value collaboration...SeniorRemote work- Morgan Stanley is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences. The role focuses on client service, marketing support, and efficient coordination of meeting preparation and follow...Senior
$110.7k - $218.3k
...digital transformation, and help clients unlock lasting value through... ...30/2026. Work you’ll do As a Senior Consultant on the SAP team,... ...Bachelor’s degree or Associate’s degree plus 6+ years of SAP... ...’s degree 2+ years of client service delivery experience in a consulting...SeniorContract workLocal area$171.6k - $338.3k
...Learning Business Process as a Service (LBPaaS) offering provides... ...are seeking a highly driven Senior Manager to lead the growth and... ...capabilities for large enterprise clients—operating as a strategic... ...applicable geographic differential associated with the location at which...SeniorLocal areaVisa sponsorship- ...operating in the western region. Serving clients since 1959, SingerLewak has developed... ...consulting industry. Providing the services of a large firm with a blended environment... ...and technological evolution. Senior tax associates in the Specialty Tax Services group serve...SeniorHourly payWork experience placementLocal area
$120k - $143k
...As an experienced Epic Willow Inpatient Senior Consultant you will have the ability to... ...specifically for long-term, onsite client service delivery.Recruiting for this role ends... ...the applicable geographic differential associated with the location at which the position...SeniorLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Senior Associate. Be the first to apply!
- card services specialist Irvine, CA
- entry level service advisor Irvine, CA
- environmental service aide Irvine, CA
- full time service advisor Irvine, CA
- salesforce service cloud consultant Irvine, CA
- community services specialist Irvine, CA
- site services specialist Irvine, CA
- information technology and services consultant Irvine, CA
- office service associate Irvine, CA
- family services specialist Irvine, CA


