Client Service Senior Associate

JPMorgan Chase JPMorgan Chase · Banking · Irvine, CA +1 · Commercial & Investment Bank

Client Service Senior Associate role at JPMorgan Chase focused on managing relationships with Commercial Bank clients, providing support for treasury and cash management products, and identifying opportunities for digital tools and risk mitigation. The role involves client consultation, proactive service improvement, and collaboration with internal partners.

What you'd actually do

  1. Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles
  2. Develop long term client relationships
  3. Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
  4. Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
  5. Proactively discuss client trends/issues with internal partners to further customize solutions for clients

Skills

Required

  • Treasury Services and/or Custom Card products knowledge
  • Data Analytics
  • Change Management
  • Influencing skills
  • Management reporting
  • Presentation skills
  • Negotiating skills
  • Organizational skills
  • Strategic thinking
  • Team building
  • Client facing work experience

Nice to have

  • Bachelor of Science or Business Administration Degree
  • Learning new operating models, technologies, and industry trends
  • Google G suites / Microsoft Office proficiency

What the JD emphasized

  • Comprehensive knowledge of Treasury Services and/or Custom Card products
  • Data Analytics & Change Management experience
  • Ability to influence others without direct supervision
  • Ability to provide quantifiable management reporting & present findings
  • Project Management & Execution
  • Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
  • Strategic thinking with the ability to adapt to change
  • Demonstrated team building skills and ability to work in a team environment
  • 3+ years of client facing work experience