Client Service Associate
3 weeks ago
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Associates 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 resolve issues for our Commercial Bank 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
- Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
- Develop long term client relationships
- Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
- Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
- Proactively discuss client trends/issues with internal partners to further customize solutions for clients
- Actively participate in deal team meetings as new products and services are added to clients
- Influence internal partners to recommend products and services based on knowledge of client behaviors
- Learn and understand existing and upcoming technologies to support client consultation and requests
- Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
- Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required Qualifications, Skills and Capabilities
- 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
Preferred Qualifications, skills and capabilities
- Comprehensive knowledge of Treasury Services and/or Custom Card products
- Bachelor of Science or Business Administration Degree
- Passion for learning new operating models, technologies, and industry trends
- Google G suites / Microsoft Office adept
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
About us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veteran
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
-
Client Service Associate
2 months ago
Plano, United States Mariner Wealth Advisors, L.L.C. Full timeThe client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building...
-
Client Services Associate
3 weeks ago
Plano, United States FCTI, Inc. Full timeApply Description FCTI is a leading ATM Network and service provider. The Nation's Largest Banks, retailers and hospitality brands rely on us to grow their revenues with ATM's. FCTI helps customers optimize transaction revenue while eliminating the expense of hardware. Our full-service approach reduces the cost and hassle associated with maintenance, cash...
-
Client Service Associate-Private Wealth
2 weeks ago
Plano, United States Credent Wealth Management Full timePurpose: Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA’s will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries, prepare and review documentation,...
-
Client Service Associate-Private Wealth
3 weeks ago
Plano, United States CX Institutional LLC Full timeJob DescriptionJob DescriptionPurpose:Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA’s will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries,...
-
Client Relations Associate
4 weeks ago
Plano, United States Elite GI. Full time $38,000 - $48,000Job DescriptionJob DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a...
-
Insurance Client Service Representative
6 days ago
Plano, Texas, United States kelly cook - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Account Associate at Kelly Cook - State Farm Agent. As a key member of our agency, you will play a vital role in delivering exceptional client experiences that drive business growth and success.Key ResponsibilitiesEstablish and Maintain Customer...
-
Client Solutions Architect-Payments-Associate
3 months ago
Plano, United States JPMorgan Chase & Co. Full timeInnovate sales solutions, adapt products for client needs, and develop sales support materials with our Client Tech teams Be the catalyst at the intersection of technology and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Merchant Services, you contribute significantly to a team...
-
Client Services Specialist
1 week ago
Plano, Texas, United States LH Global Consulting Full timeWelcome to LH Global ConsultingWe are excited to present an opportunity for a Client Services Specialist. Below are the details of the position:Position OverviewThis is a fully remote role that requires advanced administrative capabilities.General Overview:The Client Services Specialist is instrumental in assisting the Client Services Teams by managing...
-
Client Services Specialist
2 months ago
Plano, United States Public Storage Full timeJob DescriptionWe have an opportunity for a Client Services Representative. You are the right person for the job if you are resourceful, love helping people, compassionate with customers, listen well, and are good at addressing customer inquiries regarding company services. Most of all, you represent the company well by delivering stellar service and enjoy...
-
Client Services Specialist
1 month ago
Plano, United States Public Storage Full timeJob DescriptionJob DescriptionCompany DescriptionPublic Storage is recognized as one of America’s Best Large Employers in 2022 by Forbes and our employees have also voted us as a Great Place to Work, having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.With more than 2,900 locations...
-
Client Relations Associate
2 weeks ago
Plano, Texas, United States Eli and Co Full timePosition: Client Service Representative | Full Time | Immediate HireLocation: Plano, TXCompensation: Competitive salary starting at $4,000.00 per monthOverview: Are you skilled in customer support, retail, or hospitality? Are you seeking a more rewarding career with enhanced compensation, flexible hours, and opportunities for growth? Eli and Co is looking...
-
Client Support Specialist, Commercial Servicing
3 months ago
Plano, United States Altisource Portfolio Solutions, Inc. Full time**Client Support Specialist, Commercial Servicing** * Plano, TX, USA * Employees can work remotely * Full-time **Company Description** **Job Description** **Responsibilities:** * Responsible for the supporting clients who use the REALSynergy Commercial Real Estate Mortgage Loan Servicing System and associated products * Must be able to understand and...
-
Receptionist - Client Service Specialist
4 weeks ago
Plano, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Receptionist - Client Service Specialist
3 months ago
Plano, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Receptionist - Client Service Specialist
4 months ago
Plano, United States CityVet Full timeJob DescriptionJob DescriptionHappy people. Healthy pets.At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in...
-
Client Services Representative
7 days ago
Plano, Texas, United States Public Storage Full timeJob DescriptionPublic Storage is a leading provider of self-storage solutions, recognized for its commitment to excellence and employee satisfaction.We are seeking a highly skilled Client Services Representative to join our team. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our customers, ensuring...
-
Client Services Consultant
2 weeks ago
Plano, Texas, United States AIT Global inc. Full timeJob OverviewPosition Title: Client Services ConsultantLocation: RemoteRole Summary:Extensive background in Systems Engineering and Software Development.Proven expertise in Software Development Life Cycle (SDLC) utilizing contemporary methodologies (code development, unit testing, version control with C#/.NET).High-level scripting capabilities on Windows...
-
Senior Client Solutions Architect Associate
2 weeks ago
Plano, United States JPMorgan Chase & Co Full timeJob DescriptionJOB DESCRIPTION Be the catalyst at the intersection of technology and sales to tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Client Consulting, you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions...
-
Plano, Texas, United States Fisher Investments Full timeAbout the Role:We are seeking a highly skilled and experienced professional to join our team as a Client Development Financial Services Executive. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, providing holistic financial planning and portfolio analysis services, and driving...
-
Client Success Manager for Managed Services
1 week ago
Plano, Texas, United States Kimberlite Full timeCustomer Success Manager Role at KimberliteAre you a seasoned Customer Success Manager with a commitment to fostering robust client relationships and ensuring customer satisfaction? Kimberlite is in search of a skilled professional with over 4 years of expertise in NetSuite implementations, managed services, and client support. If you possess a strong...
