Client Service Associate
JP Morgan Chase
Help clients succeed by delivering fast, accurate support and thoughtful solutions. You’ll build trusted relationships, collaborate with global partners, and play a key role in improving how clients use treasury and cash management services. If you enjoy problem-solving, influencing across teams, and driving better experiences through data and process improvements, this role offers a strong platform to grow.As a Client Service Associate in Client Service, you support a portfolio of clients by researching and resolving inquiries related to treasury and cash management products and services. You partner closely with internal stakeholders to coordinate resolution, strengthen client relationships, and identify service improvements. This role may require up to 10% travel. This role is not eligible for employer immigration sponsorship.Job responsibilitiesManage a portfolio of client relationships and serve as a primary point of contact for service inquiriesResearch, track, and resolve client requests across products and services, coordinating with internal partners as neededCommunicate with clients via phone, email, and video conferencing to provide timely updates and clear resolutionsProactively identify recurring issues and recommend service improvements based on trends and client feedbackConduct periodic relationship check-ins to understand client needs and surface potential risks, including fraud-related exposure, and escalate appropriatelyParticipate in onboarding and implementation discussions as new products and services are added for clientsCollaborate with partners to align on solutions that support client needs and operational readinessPrepare and present management reporting on request volumes, trends, root causes, and outcomesPromote adoption of appropriate digital and self-service tools to improve client experience and reduce manual effortMaintain accurate documentation of client interactions, actions taken, and follow-ups in applicable systemsRequired qualifications, capabilities and skills3 years of client-facing experience in client service, account management, or a related roleExperience supporting treasury, cash management, payments, or similar financial services productsExperience using data to produce management reporting and present insights to stakeholdersExperience supporting change initiatives and/or process improvement efforts in a structured environmentDemonstrated ability to manage multiple priorities, execute reliably, and meet deadlinesStrong verbal and written communication skills, including the ability to explain complex topics clearlyDemonstrated ability to collaborate across teams and influence outcomes without direct authorityStrong stakeholder management and interpersonal skills, with a client-first and solutions-oriented approachPreferred qualifications, capabilities and skillsBachelor’s degree or equivalent work experienceExperience supporting commercial card, treasury, or cash management solutions in a regulated environmentProficiency in productivity tools (e.g., Google Workspace or Microsoft Office)Experience with client issue investigation, root cause analysis, and escalation managementDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.Interest in learning new operating models, technologies, and industry trendsFinal level and title will be determined at time of offer and may differ from this posting. 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: 2026-09-22
- ...respected global investment organization to add an Investor Services Associate to its growing Investor Operations team in Charlotte. This is... ..., Compliance, Fund Administration, Business Development, Client Relations, Accounting, and other internal teams to facilitate...SuggestedFull timeWork at office
- ...collaboration, professionalism, and trust among family clients, partners, and team members. Team members are encouraged... ...Charlotte, NC We are seeking a highly organized, service-oriented Client Service Associate to support our Wealth Advisors and client families through...SuggestedFull timeWork at office
$65.3k - $104.3k
*CLIENT SERVICE ASSOCIATE * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support...SuggestedImmediate startRemote work$37k - $41k
...Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven workplace where individuals are empowered to grow professionally...SuggestedFull time$22 - $24 per hour
...Job Description Job Description Job Title: Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour Workweek...SuggestedFull timeContract workWork at officeLocal areaMonday to Friday- ...Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Second jobWork at officeMonday to Friday
- ...brandscommunicate more clearly, present themselves more effectively, and growwith intention Position Summary Novra Corp is seeking a Client Service Associate to support customers and clients with service requests, questions, and ongoing account needs. The ideal candidate is...
- ...Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services... ...Beach. Our mission is to provide our clients with a portfolio of services that capture... ...Position Description The Client Service Associate will work directly with Chilton Client and...Work at office
- ...Client Services Associate Charlotte, North Carolina, United States About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service...Remote workFlexible hours
$80k - $105k
Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Work at officeLocal areaRemote workWork from homeWorldwide- Join to apply for the Client Service Senior Associate role at JPMorganChase 1 day ago Be among the first 25 applicants Join to apply for the Client Service Senior Associate role at JPMorganChase Get AI-powered advice on this job and more exclusive features. Job Description...Full timeTemporary workPart timeNight shift
- ...Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and... ...position combines the responsibilities of a licensed Client Service Associate with those of a Paraplanner, providing both operational support...Full time
- Morgan Stanley is seeking a Registered Client Service Associate in Charlotte to provide frontline client support for Financial Advisors and Private Wealth Advisors. The role involves handling money movements, answering account questions, onboarding clients, and maintaining...
$18 - $28 per hour
About the Company Urban Park Services supports urban environments by providing efficient... ...excellent service and maintaining strong client relationships. Position Overview We are... ...customer-focused Entry Level Client Service Associate to support our Charlotte operations....Hourly payPermanent employmentFlexible hours- ...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...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...Entry Level Client Relations Associate We are looking for a professional and customer-focused Client Relations Associate to join our team.... ...helping to maintain strong relationships, deliver exceptional service, and support overall customer satisfaction. This position...
$70k - $100k
...Client engagement begins with curiosity. What is the person looking for? What do they... ...happen next? As a Client Engagement Associate, those questions will guide much of your... ...People who have worked in customer service, restaurants, hospitality, retail, recruiting...Full timeWork at office$57k
...Our Company Were a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...with confidence. As the Client Support Associate, youll shadow client appointments, learn...Full timePart timeFor contractorsH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$27 - $31 per hour
...independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...Job Summary: The Service Operations Associate I is a critical operational role within...Full timeTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...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...Seasonal workWork at officeShift workDay shift
- ...Registered Wealth Management Client Associate Charlotte, North Carolina To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeShift workDay shift
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- ...Title Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat. Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services....Full timeContract work
- ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to... ...Works effectively in teams to provide quality service to clients Gains a comprehensive...Local areaImmediate start
- ...Job Description Entry Level Client Relations Associate \n \n We are looking for a professional and customer-focused Client Relations Associate... ...to maintain strong relationships, deliver exceptional service, and support overall customer satisfaction. This position...
- ...Client Engagement Associate The Client Engagement Associate a client facing role that provides expertise and daily support on the MSIGHTS Platform. A CEAs needs to think like a marketer to provide the best reporting and data quality possible. A typical day for a CEA...Flexible hours
$74.5k - $77.5k
About this job: At Vanguard, we have a client-first mentality that we live and breathe... ...investment success." Our Client Relationship Associates fulfill our mission by helping our... ...next. Acumen building on our products and services to equip you with the expertise...- ...collaborative, and performance-driven. We empower our team to build meaningful client relationships, expand business opportunities, and grow long-term careers. We’re seeking an Associate, Client Success to join our team. This role blends client relationship management...
$4,000 - $9,000 per month
...Service AdvisorHendrick Automotive Group is seeking a Service Advisor with experience in guiding customers through the maintenance and... ...estimates for labor/parts.As the first point of contact for our clients in the service department, Service Advisors play an integral...Work at officeLocal areaShift work$81.3k - $130k
...already have a Candidate Account, please Sign-In before you apply.Job Description:About the RoleWe are seeking a Mainframe DevOps Client Services Consultant to work directly with enterprise customers—advising, implementing, and optimizing Broadcom mainframe-related...Full timeLocal areaImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client relationship associate Charlotte, NC
- client services associate Charlotte, NC
- client solutions associate Charlotte, NC
- health services administrator Charlotte, NC
- information technology and services consultant Charlotte, NC
- card services specialist Charlotte, NC
- guest services associate Charlotte, NC
- environmental service worker Charlotte, NC
- environmental service aide Charlotte, NC
- toyota service advisor Charlotte, NC







