Client Service Associate

Join our team as a Client Service Associate and be a trusted partner in delivering growth and success for our clients. Shape the future of client service by managing complex portfolios and driving superior service improvements. Unlock your potential with opportunities for career growth and development in a supportive and innovative environment.

As a Client Service Associate within the Commercial Bank, you will be a trusted member of the client's team, serving as the primary point of contact for your assigned portfolio. You will manage operating transactional accounts and complex treasury products both within the US and globally. Your role involves building strong client relationships, identifying service enhancements, and collaborating with internal teams to drive superior service improvements.

Job Responsibilities:

• Develop proactive relationships with clients, identifying problems and recommending service enhancements.
• Collaborate with other teams to problem-solve and initiate change for service improvements.
• Build knowledge of industry and new products with a thirst for learning. Develop a risk appetite to protect the firm and clients.
• Adhere to department policies and procedures for client requests. Continuously revamp and strengthen client relationships.
• Mentor team members to help them succeed. Handle complex relationships and high-profile portfolios, providing consistent service to all clients.
• Engage professionally in person, via email, and on the phone to assist clients. Work independently and in a team to maximize productivity efficiently.
• Investigate process inefficiencies and propose improvements.
• Build understanding of client’s organization and leverage products to add value.
• Seek opportunities to lead and contribute to initiatives beyond immediate responsibilities.
• Exhibit a positive attitude and inquisitive curiosity.
• Take ownership, act with urgency, and exceed expectations. Establish strong relationships with internal partners in Treasury sales and other functions.

Required qualifications, capabilities, and skills

• Three years of experience in customer service, operations, treasury, sales, or portfolio management in banking or financial services.
• Strong aptitude for strategic thinking and tactical execution.
• Excellent organizational skills, able to manage priorities and meet tight deadlines.
• Excellent verbal and written communication skills.
• Strong interpersonal and influencing skills, able to establish credibility with senior partners.
• Ability to use data to create metrics and reporting.
• Proficient in MS Office (Excel, PowerPoint, Word).

Preferred qualifications, capabilities, and skills

• Ability to establish strong partnerships with senior business and control partners.
• Experience in leading initiatives outside immediate area of responsibility.
• College degree preferred.

Shift: Night

Internal Application Eligibility Requirements

TENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines.

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs. Attaching your updated resume is encouraged.

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.