Client Service Associate
JP Morgan Chase
Join JPMorganChase’s Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience. You will work in a collaborative, team-based model and partner closely with internal stakeholders to solve complex client needs. This role offers the opportunity to build client relationship skills, develop product knowledge over time, and learn the end-to-end delivery lifecycle with coaching from senior leaders.As a Client Service Associate within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing service (client requests, changes, and issue resolution) while building client relationships, product knowledge, and learning the end-to-end delivery lifecycle with coaching from senior leaders. You will help ensure timely follow-up, clear communication, and a strong overall client experience.You will collaborate with internal partners across functions to progress requests, resolve issues, and support seamless delivery for clients.Job Responsibilities Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experienceAssist with implementation execution by coordinating activities, tracking timelines and action items, obtaining required documentation, and supporting clients throughout the transaction lifecycleMaintain and monitor service and implementation queues, triage requests, and escalate appropriatelyBuild, manage, and grow client relationships by proactively engaging stakeholders, understanding client needs, and driving high levels of client satisfactionLiaise with internal partners (Relationship, Operations, Treasury Management, Sales, Product, Implementations) to progress requests and resolve issuesParticipate in continuous improvement efforts by identifying process gaps, capturing issues, and supporting change activitiesUse firm-approved AI tools to analyze service drivers (for example, themes from emails or cases, exception types, and recurring root causes) and translate insights into practical fixes (such as process changes, training, or updated templates)Develop trade product expertise over time, including exposure to more complex trade concepts and transactionsSupport senior team members on client deliverablesRequired qualifications, capabilities, and skills Bachelor’s degree or equivalent work experienceAt least 1 year of experience in client service, operations, implementations, or a middle/back-office functionDemonstrated client-service mindset, including use of firm-approved AI tools to improve responsiveness and consistency in servicingStrong written and verbal communication skills and a client-first mindsetStrong organizational skills, ability to multi-task, and comfort working within deadlinesSelf-directed approach, attention to detail, and sound judgment on when to escalateProficiency in Microsoft Word, Excel, and PowerPoint; comfort working with digital channels and electronic banking platformsPreferred qualifications, capabilities, and skills Experience within Trade Finance and/or Transaction BankingExposure to trade products (for example, Letters of Credit) and/or global trade servicingPrior experience supporting projects (maintaining action logs, timelines, and issue or risk lists)Experience working with stakeholders across regions and time zones (for example, North America, Latin America, and Europe, Middle East and Africa)Interest in process improvement and learning end-to-end implementation-to-service handoffsFinal 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. 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 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. Full timePosting Date: 2026-08-05
- ...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...Suggested
- ...Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering...SuggestedWork at office
- ...of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the... ...tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary...SuggestedWork at office
$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- ...Job Title Client Service Associate Job Description Join JPMorganChase's Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience. You will work in a collaborative, team-based model and partner...SuggestedWork experience placement
$82k - $112k
...Associate, Client Services Operations with Goldman Sachs & Co. LLC in Chicago, Illinois. Create and maintain dashboards and reports to provide insights to identify process bottlenecks, reduce operational costs, ensure regulatory compliance, enhance client satisfaction...- CPS Inc. is seeking a Registered Client Service Associate to join our wealth management team in Chicago. This in‑office role supports financial advisors with day‑to‑day operations and account management, while delivering exceptional client service. Ideal candidates have...Work at office
- ...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...
- ...(NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in... ...focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their...Work at officeRemote workWorldwide
$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- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...
- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift 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- 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
- Goldman Sachs & Co. LLC is seeking an Associate in Client Services - Operations in Chicago. You will create dashboards and reports to identify bottlenecks, reduce costs, and improve regulatory compliance and client satisfaction. You’ll support risk management, KYC controls...
- Goldman Sachs in Chicago seeks an Associate, Client Services - Operations to create dashboards and reports that identify bottlenecks, reduce costs, ensure regulatory compliance, and drive faster processing to boost client satisfaction. You will engage in client service...
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is...Work at officeRemote workShift work- The Goldman Sachs Group, Inc. in Chicago, Illinois is seeking an Associate, Client Services - Operations to create and maintain dashboards, identify process bottlenecks, and improve client satisfaction through faster processing. You will support client service and risk...
$85k
Registered Client Service Associate - Location: Chicago, IL (In‑Office) - Compensation: Up to $85,000. Our client is seeking a Registered Client Service Associate to join their growing wealth management team in Chicago. This role is ideal for a detail‑oriented professional...Work at office- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate will join the financial services team, act as a primary point of contact for clients, and support advisors in providing exceptional service. Ideal candidates should have...
$39 - $42 per hour
**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what...Hourly payWork at officeLocal areaImmediate start- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta, GA office. The...Work at officeLocal area
- Northern Trust in the United States is seeking a client servicing professional to manage daily client relationships, account openings, and trade execution. You will support Financial Advisors in aligning investment objectives with client risk tolerance and market conditions...
$43.2k - $64.8k
Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,...- 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 emerging...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
$365k - $420k
...based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized... ...controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant...$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id: R156412**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...H1bFlexible hours- ...Client Service Associate 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...Work at office
- Goldman Sachs is seeking an Associate, Client Services - Operations in Chicago to build dashboards and reports that reduce costs, identify bottlenecks, and improve client satisfaction. You will support risk management, regulatory adherence and cross-functional processes...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client services associate Chicago, IL
- client engagement associate Chicago, IL
- client solutions associate Chicago, IL
- client success associate Chicago, IL
- client relationship associate Chicago, IL
- registered client associate Chicago, IL
- client account associate Chicago, IL
- community services specialist Chicago, IL
- professional services specialist Chicago, IL
- toyota service advisor Chicago, IL


