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Job Description
Joining our team as a Client Service Associate means that you will be part of a dynamic and collaborative team that values excellence in client service. You will have the opportunity to develop your skills and knowledge while contributing to the growth of our business.
In this role, you will have the chance to make a difference every day, helping to ensure that our clients are satisfied and successful in their partnership with us. As a Client Service Associate, you will report to a Client Service Manager. You will be responsible for various client service and relationship management activities, as well as operational controls for an assigned portfolio of clients. You will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.
Job Responsibilities
Daily activities will include, but are not limited, to maintaining treasury products and accounts, research, and resolution of customer’s treasury inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability. You will also participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone.
The core functional responsibilities and expectations for a Client Service Associate includes but are not limited to the following:
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 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.
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.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Joining our team as a Client Service Associate means that you will be part of a dynamic and collaborative team that values excellence in client service. You will have the opportunity to develop your skills and knowledge while contributing to the growth of our business.
In this role, you will have the chance to make a difference every day, helping to ensure that our clients are satisfied and successful in their partnership with us. As a Client Service Associate, you will report to a Client Service Manager. You will be responsible for various client service and relationship management activities, as well as operational controls for an assigned portfolio of clients. You will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.
Job Responsibilities
Daily activities will include, but are not limited, to maintaining treasury products and accounts, research, and resolution of customer’s treasury inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability. You will also participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone.
The core functional responsibilities and expectations for a Client Service Associate includes but are not limited to the following:
- Partner with a Client Service Manager to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem.
- Resolve issues by identifying underlying or hidden problems and patterns. Build knowledge of commercial treasury management products and services
- Serve as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to provide the best service to the client, your department, and the firm
- Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills and follow all established policies, procedures, and practices
- Project a confident and professional presence to our clients, other bank departments and the community
- Desire to exceed client expectations and work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
- Highly organized with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
- College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
- Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
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 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.
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.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
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