• Job Description

  Req#: 210437976

  As a Client Service Associate in Commercial Banking you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

  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, CEOs, Presidents, CFOs, 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:

  • Client Centric Activities:
    • 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
  • Deliver on Partner Relationships:
    • 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
  • Help Modernize Client Experience
    • Demonstrates 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, Capabilities and Skills:

  • 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.*

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

Notice