Client Service Associate
J.P. Morgan
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. 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 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 experience Assist with implementation execution by coordinating activities, tracking timelines and action items, obtaining required documentation, and supporting clients throughout the transaction lifecycle Maintain and monitor service and implementation queues, triage requests, and escalate appropriately Build, manage, and grow client relationships by proactively engaging stakeholders, understanding client needs, and driving high levels of client satisfaction Liaise with internal partners (Relationship, Operations, Treasury Management, Sales, Product, Implementations) to progress requests and resolve issues Participate in continuous improvement efforts by identifying process gaps, capturing issues, and supporting change activities Use 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 transactions Support senior team members on client deliverables Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience At least 1 year of experience in client service, operations, implementations, or a middle/back-office function Demonstrated client-service mindset, including use of firm-approved AI tools to improve responsiveness and consistency in servicing Strong written and verbal communication skills and a client-first mindset Strong organizational skills, ability to multi-task, and comfort working within deadlines Self-directed approach, attention to detail, and sound judgment on when to escalate Proficiency in Microsoft Word, Excel, and PowerPoint; comfort working with digital channels and electronic banking platforms Preferred qualifications, capabilities, and skills Experience within Trade Finance and/or Transaction Banking Exposure to trade products (for example, Letters of Credit) and/or global trade servicing Prior 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 handoffs Final 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. ABOUT US 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 ABOUT THE TEAM 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.aa415a4b-8b21-40fc-a65c-70d2b25ca29a
- ...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
- 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...SuggestedWork experience placement
$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- ...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...SuggestedContract work
$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 is...SuggestedFull timeTemporary workPart timeWork 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
- ...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
$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
$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- ...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
- ...Job Description Job Description 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 experience placementWork at officeFlexible hours
$53.77k - $89.61k
...you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: Are you passionate... ...to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options,...Full timeWork at officeWork from home$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$59.8k - $83.2k
...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 payFull timeTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...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
$56.99k - $78k
...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...Full timeWork 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... ...contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr National Black MBA AssociationHourly 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 measurable... ...Assist in improving client support processes and service standards Additional Information Competitive salary based on...Full time
$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- ...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,...
$50k - $55k
...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$22.6 per hour
...to learn more and apply today! Who We Want As a Client Success Weekend Associate, you’ll be responsible for mastering the fundamentals of... ...Carrier teams to resolve issues and deliver best-in-class service. Maximize profitability by evaluating appointment times...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageWeekend work- ...Job Description Job Description Position: Loan Servicing Associate Who We Are: Renovo Financial is a rapidly growing Chicago-based... ...family residential properties. We pride ourselves on supporting clients by providing unparalleled service, from the loan application...Work at officeWork from home
- 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
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
- client account associate Chicago, IL
- community services specialist Chicago, IL
- professional services specialist Chicago, IL
- toyota service advisor Chicago, IL
- environmental services attendant Chicago, IL


