Client Service Associate

Company: JPMorgan Chase
Location: Plano
Posted on: March 19, 2023

Job Description:

**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, Chief Executive Officers, Presidents, Chief Financial Officers, 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 & 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.*

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Keywords: JPMorgan Chase, Plano , Client Service Associate, Other , Plano, Texas