Client Service Senior Associate

JPMorgan Chase JPMorgan Chase · Banking · Plano, TX +1 · Commercial & Investment Bank

Client Service Senior Associate at JPMorgan Chase, focusing on supporting Commercial Bank clients with treasury and cash management products. Responsibilities include managing client relationships, resolving issues, providing consultation, and identifying opportunities for digital tools and service improvements. Requires knowledge of treasury services, data analytics, change management, and client-facing experience.

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

  • 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

Nice to have

  • Bachelor of Science or Business Administration Degree
  • Passion for learning new operating models, technologies, and industry trends
  • Google G suites / Microsoft Office adept