Senior Client Service Account Associate
JPMorgan 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
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Service Account Associate in Irvine, CA vacancy
- 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...SeniorFlexible hours
- Andersen is seeking Experienced Associates in our Private Accounting Solutions Practice to support executives, entrepreneurs, and business entities on client service teams. You will receive formal and on‑the‑job training to develop technical accounting skills. Responsibilities...SuggestedPrivate practice
$105k - $115k
...public and private markets. We invest our clients' capital across a range of fixed income... ...clients. Position Description The Account Associate Group serves a unique and dynamic role focused on delivering best-in-class service to PIMCO's institutional clients. The...SuggestedFlexible hoursPIMCO
Newport Beach, CA4 days ago$26 per hour
...State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer... ...Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and Golden Triangle Additional languages...SuggestedHourly payFor contractorsWork at officeFlexible hoursSteven Wang - State Farm Agent
Irvine, CA15 hours ago$60k - $65k
...Accounting Associate Irvine, CA $ 60,000.00 - 65,000.00 (US Dollar) About the job Accounting Associate Job Title: Accounting Associate Company: A Fast-Growing Hospitality Company Location: Irvine, CA Type of Work: Full-Time Benefits: ~100%...SuggestedFull timeLocal area$83k - $90k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Finance and Accounting Associate Irvine, CA, US 5 days ago Requisition ID: 1038 Salary Range: $83,000.00 To $90,000.00 Annually Position Summary The role of...Contract workWork experience placementGetac
Irvine, CA12 hours ago- ...part-time Family Office Accounting & Tax Associate to support the bookkeeping... ...and working directly with clients to resolve outstanding items... ...accounting adjustments for senior review Maintain charts of... ...closely with Client Services, senior accounting professionals...Part timeFor contractorsWork at officeRemote workWork from home
- ...Huntington Beach is looking for a qualified professional to become an Account Associate. This role focuses on building customer relationships and... ...interpersonal skills, and a commitment to excellent customer service. This opportunity also includes salary plus commission and...
State Farm Agent
Huntington Beach, CA1 day ago $35k - $65k
...seeking a qualified professional to join their winning team as an Account Associate – State Farm Agent Team Member. This role focuses on value‑... .... People‑oriented. Detail‑oriented. Dedicated to customer service. Ability to work in a team environment. Property and Casualty...Hourly payState Farm Agent
Mission Viejo, CA17 hours ago- ...Lexus Dealership Accounting Position Luxury and reliability are hallmarks of the Lexus brand. At South County Lexus Mission Viejo,... ...a Lexus dealer in Southern California who excels in sales and service. This position will be critical & a very unique opportunity...
- ...to learn and master all aspects of our business operations and Accounting controls. If you are looking for a career opportunity in... ...will process daily reconciliations for our Finance, parts, and services departments. Making sure all money is properly recorded and cleared...Full timeWork at office
South County Lexus
Mission Viejo, CAa month ago - ...Description Trident Consulting is currently seeking a " Accounting Associate " for one of our industry-leading clients. Role: Accounting Associate III Location: Aliso... ...with cross-functional teams including Customer Service, Sales, and Finance to resolve transactional...
- South County Lexus is seeking a motivated accounting professional to join our business office team in Mission Viejo, CA. The role covers... ...and clearing of financials across Finance, Parts, and Services. You will learn all aspects of automotive accounting, support...Work at office
- ...Accounting Associate III Trident Consulting is seeking an Accounting Associate III for one of our clients in Aliso Viejo, CA (Onsite). This role is with a global leader in business and technology services. Role: Accounting Associate III Location: Aliso Viejo,...Contract work
- ...provides a range of unique, exceptional, and enhanced services to our clients. We have a strong moral code that includes the service... ...We are seeking a motivated and detail-oriented Accounting & Tax Associate to join our team. This position will support a broad...Temporary workWork at office
Woongjin, Inc
Orange, CA4 days ago - ...time off Training & development ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jeff Noviello - State... ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...Flexible hours
- Dornin Investment Group is seeking an Accounting Associate in Orange County, CA. This hands-on role supports day-to-day accounting across multiple real estate entities, with exposure to AP, AR, reconciliations, and financial reporting in Yardi. The ideal candidate is detail...
- ...fulfill administrative duties and support insurance agents in gaining and keeping customers. As a service associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a...Hourly payWork at office
$88k - $110k
...Auditing and Attest Engagement services are the cornerstone of our firm.... ...audit procedures to a variety of client sizes and industries. This Audit Senior role will be based out of our Orange... ...for any legal, regulatory and accounting issues that arise during an...SeniorWork at officeLocal areaWithum
Irvine, CA4 days ago- 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
$30 - $35 per hour
...team. Our brands, including OluKai, Melin, Roark, and Tradewind Services are leaders in their respective markets, offering high-... ...Role : AR is one of the company’s largest assets and the Senior Accounts Receivable Specialist plays a very important role in helping...SeniorHourly payWork at officeLocal areaWork from homeMonday to ThursdayArchipelago Companies
Irvine, CA15 days ago$175k - $210k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...Principals, Trusts and Estates.Senior Managers can expect to... ...and evaluate Intern, Associate and Senior Associates;... ...work experience in an accounting firm, with at least 5...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$100.57k - $150.7k
...lead. Your Team, Your ImpactAs a key member of the Corporate Accounting team, the Senior Corporate Accounting Analyst will be working in a fast-... ...and ability to contribute to our cultureTakes a customer service-oriented approachPossess strong organizational skillsSemiconductor...SeniorPermanent employmentInternshipWork from homeWorldwide$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$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...Senior$50k - $70k
...Job Description Job Description Senior Accounting Clerk Location: Irvine, CA (Hybrid –... ...annually + bonus About the Role Our client, a growing technology company based in... ...school diploma or equivalent required; Associate's or Bachelor's degree a plus but not required...SeniorRemote workProfessional Search Group - Orange County
Irvine, CA10 days ago- ...product quality, patient safety, and our mission to transform lives through science. The opportunity AIVITA Biomedical is seeking a Senior Accounting Specialist to join our onsite team in Irvine, California. This is a high-visibility role for a hands-on accounting...SeniorTemporary workFlexible hours
AIVITA Biomedical
Irvine, CA4 days ago - 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
$85.5k - $108.42k
...Audit Senior Associate Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on... ...become an expert for your clients? If yes, consider joining... ...audit and other assurance services to middle market clients....Senior$120k - $160k
...Auditing and Attest Engagement services are the cornerstone of our... ...audit procedures to a variety of client sizes and industries. This... ...support to the engagement staff, seniors and supervisors and promote... ...any legal, regulatory and accounting issues that arise during an audit...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Account Associate. Be the first to apply!
Related searches
- health service specialist Irvine, CA
- office service associate Irvine, CA
- patient service specialist Irvine, CA
- food service officer Irvine, CA
- service administrator Irvine, CA
- human services specialist Irvine, CA
- honda service advisor Irvine, CA
- public service officer Irvine, CA
- services specialist Irvine, CA
- office services specialist Irvine, CA