Client Service Account Management

JOB DESCRIPTION

Join our team as a Client Service Analyst and become a trusted advisor to our clients, where you'll play a pivotal role in managing relationships and resolving issues with our complex treasury and cash management products. Leverage your skills in data analytics, project management, and strategic thinking to deliver exceptional service and drive client satisfaction. Be part of a diverse and innovative global organization that offers endless opportunities for career growth and community involvement.

As a Client Service Analyst within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing top-notch customer service support for our treasury and cash management products. You will be entrusted with a portfolio of clients, where your primary focus will be to address their needs, resolve issues, and ensure their satisfaction. Your role will involve leveraging your knowledge of our products and services to provide solutions, while also identifying opportunities for process improvement. You will be expected to collaborate effectively with internal stakeholders, using your budding influence and presentation skills to drive positive outcomes. Your work will have a direct impact on our team's goals and performance, and you will have the opportunity to grow your skills in areas such as project management, change management, and data & tech literacy.

Job responsibilities

• Manage and maintain client relationships by providing prompt and accurate service to an assigned portfolio of clients, ensuring their needs are met and issues are resolved efficiently.
• Utilize knowledge of treasury and cash management products to provide technical support and solutions to clients, while also identifying opportunities for process improvement.
• Collaborate with internal stakeholders to drive mutually beneficial outcomes, using your developing skills in influence and presentation to effectively communicate and persuade.
• Contribute to project management initiatives, assisting in the planning and execution of projects, and ensuring objectives and desired outcomes are met.
• Develop a basic understanding of new and emerging technologies, and apply this knowledge to enhance client service and operational efficiency.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in customer service or relationship management, with a focus on treasury and cash management products.
• Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
• Experience in using basic problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
• Familiarity with project management principles, with experience in assisting with the planning and execution of projects.
• Willingness to learn and understand new technologies, with a focus on applying this knowledge to enhance client service and operational efficiency.

Preferred qualifications, capabilities, and skills

• Foundational proficiency in leveraging AI/ML technologies and implementing automation tools to enhance client solutions and streamline processes.
• Beginning skills in digital literacy, process automation, and quantitative reporting to improve efficiency and support innovative client solutions.
• Beginning knowledge of cybersecurity best practices to protect client data and ensure secure operations.
• Ability to utilize conflict management and resolution skills to address client issues effectively, while collaborating with cross-functional teams for seamless service operations.
• Ability to develop and implement strategies to improve client satisfaction and service delivery, with a focus on mentoring team members and managing projects to achieve business goals.

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

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.