Client Service Associate
JP Morgan Chase
Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.Job responsibilities Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions. Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement. Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes. Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy. Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties. Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations. Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services. Required qualifications, capabilities, and skillsMinimum of 3 years of client-facing work experience in a financial services environment. Demonstrated experience in managing client relationships and applying innovative techniques for process improvement. Proven ability to establish and maintain productive relationships with internal stakeholders. Experience in leveraging data and tech literacy to collaborate with internal teams. The ability to provide quantifiable reporting and present findings. Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills. Strategic thinking with the ability to adapt to change and demonstrated team-building skills. Preferred qualifications, capabilities, and skillsDeveloping ability to mentor team members to enhance their skills and foster a collaborative service environment. Developing proficiency in strategic planning to align client services with organizational goals and client needs. Proven ability to build and maintain strong client relationships to support long-term business success. Developing experience learning new operating models, technologies, and industry trends. 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/VeteransJ.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. Full timePosting Date: 2026-06-15
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedTemporary workLocal areaFlexible hours- ...Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...SuggestedWork 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...SuggestedWork at office3 days per week
$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated...SuggestedWork at officeRemote workWork from homeRelocationFlexible hours$60k - $70k
...Client Service Associate We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at...Full timeInternship- ...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
$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're...Full timeTemporary workWork at officeImmediate start- ...Our client, an investment management firm in the western suburbs, is searching for a Client Services Associate. This person will work closely with the marketing and investment teams to provide quality, accurate materials to clients. This is a great opportunity for an...Work at office
$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the...Full timeWork at office- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client...Work at office
- ...Client Service Assoc needs 4+ years experience Client Service Assoc requires: Customer service Client service rep CRM Duties Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners...
$28.75 - $40 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 payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...SS-Client Service Associate Immediate need for a talented SS-Client Service Associate. This is a 06 Months Contract opportunity with long-term potential and is located in Chicago, IL (Onsite). Please review the job description below and contact me ASAP if you are interested...Contract workLocal areaImmediate start
- Join JPMorganChase’s Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience... ...with coaching from senior leaders. As a Client Service Associate within the Trade & Working Capital Client Service...Work experience placement
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
- Client Services Associate Client Services This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities Own relationships with 15+ client accounts Collaborate with client to understand pain points, determine AI use cases, define requirements...Full timeRemote 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- ...DESCRIPTION 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...Work at office
$65k - $70k
2026 Client Services Associate The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers – and sets...Full timeTemporary workJanuary startLocal areaWork visa- ...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...
- ...Job Description Job Description Client Services Associate Location: Chicago, Illinois, United States Employment Type: Full-time | Onsite We're hiring! If you're a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly...Full timeWork at office
- ...with our most complex Commercial & Investment Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
$100k - $110k
...Description Job Description BURKE+CO. THE GIST: Our client, a rapidly growing independent wealth management firm... ...assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This...$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact for clients while supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The role customizes...Hourly paySeasonal workWork from homeShift workDay shift- ...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...Work at office
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering measurable... ...Assist in improving client support processes and service standards Additional Information Competitive salary based on...Full time
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...Job Summary As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client engagement associate Chicago, IL
- client account associate Chicago, IL
- client solutions associate Chicago, IL
- client services associate Chicago, IL
- client relationship associate Chicago, IL
- client success associate Chicago, IL
- professional services specialist Chicago, IL
- patient service specialist Chicago, IL
- health services administrator Chicago, IL
- human services specialist Chicago, IL

