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
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$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 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
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$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...SuggestedHourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...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...
$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$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States 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, this role...Full timeTemporary workPart timeWork at officeImmediate start- 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
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$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- 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
$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...Work at officeRemote workWork from homeRelocationFlexible hours- 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
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$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$26.27 - $28.27 per hour
...Client Service Associate Fixed Income Our client, a large financial services company, is seeking a Client Service Associate Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM 5:30 PM...Contract workRemote work- ...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
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$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 Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering... ...accurately Assist in improving client support processes and service standards Additional Information Competitive salary...Full time
- ...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,...
- ...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...
$27.5 - $30 per hour
...ensure high early adoption of products and services. Build and maintain strong, long-term... ...customer success plans tailored to each client’s goals and business objectives.... ...Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience...Hourly payFor contractorsWork at officeLocal area- Job Description Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional... ...sponsorship. About Us Chase is a leading financial services firm, helping nearly half of America's households and...Temporary work
$100k - $120k
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$87.36k - $131.04k
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...Job Description Job Description seoClarity is seeking a Client Success Associate (Chicago-Based) to join our growing organization and... ...Creations, a convenient on-site café/restaurant, along with lobby services including a sundry shop, ATM, and FedEx Office. Modern...Casual workWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours
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