Role Summary:
As a Client Service Associate, you are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and solve issues for our Commercial banking clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities:
Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate. Become familiar with our industry with a thirst for learning new products. Handle complex relationships and high-profile portfolios, while providing service at the same level for ALL clients. Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement. Build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client. Take ownership, act with a sense of urgency and exceed expectations by over-communicating. Engage professionally in person, emails and on the phone to assist with every client need or issue. Keep building and continually revamping the client relationship
Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offerings. Concentrate on developing a risk appetite to prevent and protect the firm and our clients. Adhere to the department policies and procedures for client requests. Work independently and in a team environment to maximize productivity in a most efficient manner. Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility. Exhibit a positive, can-do attitude with inquisitive curiosity. Establish strong relationships with internal partners in Treasury sales and across various functions
Demonstrate the ability to work in an agile environment. Understands Existing & Upcoming Technologies to support client consultation & requests. Share your knowledge and become a mentor to help your team succeed
Required Qualifications, Skills and Capabilities:
3+ years of experience in customer service, operations, treasury, sales or portfolio management preferably with
A strong aptitude for strategic thinking and tactical execution
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Ability to use data to create metrics and reporting
Proficient in MS Office (Excel, PowerPoint, Word)
Preferred Qualifications:
College degree
Previous banking or financial service industry work experience
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
JPMorgan Chase & Co., 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 recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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