Current jobs related to Client Service Associate - Chicago - JPMorganChase

  • Client Services Associate

    4 weeks ago

    Chicago, United States LHH Full time

    Job Title: Senior Client Service Associate - Wealth Management Firm Location: Chicago, IL Job Type: Full-time with a hybrid schedule Experience Required: Minimum of 2 years in the financial service industry Job Summary: We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum...

  • Client Services Associate

    4 weeks ago

    Chicago, United States LHH Full time

    Job Title: Senior Client Service Associate - Wealth Management FirmLocation: Chicago, ILJob Type: Full-time with a hybrid scheduleExperience Required: Minimum of 2 years in the financial service industryJob Summary:We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 2...

  • Client Services Associate

    3 weeks ago

    Chicago, Illinois, United States Planpilot LLC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Senior Client Services Associate to join our team at PlanPILOT LLC. This role will support the day-to-day needs of our clients, working closely with our Client Services Manager to ensure timely and high-quality deliverables.ResponsibilitiesSupport retirement plan consultants and clients with...

  • Client Services Associate

    2 weeks ago

    Chicago, United States IHT Wealth Management Full time

    We are currently looking for a Client Service Associate to join a thriving independent financial advisory practice in one of our Chicago offices. Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated wealth management firm) provides financial planning and investment advisory services to retail clients. The Company has several...

  • Client Services Associate

    2 weeks ago

    Chicago, United States IHT Wealth Management Full time

    We are currently looking for a Client Service Associate to join a thriving independent financial advisory practice in one of our Chicago offices. Headquartered in Chicago, Illinois, IHT Wealth Management (an LPL Financial affiliated wealth management firm) provides financial planning and investment advisory services to retail clients. The Company has several...

  • Senior Client Services Associate

    1 week ago

    Chicago, United States Planpilot LLC Full time

    Job DescriptionJob DescriptionFirm OverviewPlanPILOT is a retirement plan consulting firm providing services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly developed into an industry-leading company within our niche. Our expanding, but cohesive, team consists of...

  • Client Service Associate

    1 month ago

    Chicago, United States Wintrust Financial Full time

    Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...

  • Associate - Client Service, Media

    1 week ago

    Chicago, United States Kantar Full time

    Associate - Client Service, Media. Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk. Work Authorization: This role does not support work visa sponsorship now or in the future, hence candidate's requiring a work visa sponsorshi Client Service, Media, Associate, Skills, Project Management, Client, Technology, Business Services

  • Senior Client Services Associate

    3 weeks ago

    Chicago, Illinois, United States Planpilot LLC Full time

    Job OverviewFirm Background: PlanPILOT is a retirement plan consulting firm offering services to corporations, non-profits, and higher education institutions. Our fast-growing, Chicago-based firm was founded in 2011 and has quickly become an industry leader within our niche. Our expanding team consists of individuals with an entrepreneurial mindset, many...

  • Client Services Associate

    3 weeks ago

    Chicago, Illinois, United States Setup Winks Full time

    Job SummaryWe are seeking a highly organized and communicative Client Services Associate to manage our front desk operations efficiently and professionally.Key ResponsibilitiesGreet and welcome clients and visitors, providing a positive first impression of our company.Answer and direct phone calls in a prompt and professional manner.Schedule and manage...

  • Client Service Associate

    3 weeks ago

    Chicago, Illinois, United States Ritholtz Wealth Management Full time

    About UsRitholtz Wealth Management is a dynamic and innovative wealth management firm based in New York City with a strong presence across the country. Our mission is to provide exceptional service to our clients by leveraging cutting-edge technology, leading content, and time-tested investment strategies.Role OverviewThis role involves cultivating and...

  • Client Service Associate in Media

    20 hours ago

    Chicago, Illinois, United States Kantar Full time

    We're seeking an experienced Associate - Client Service, Media professional to join our team at Kantar. As a Client Service Associate, you'll work closely with our clients to deliver high-quality services and support their business goals.This role involves managing multiple projects simultaneously, collaborating with cross-functional teams, and ensuring...

  • Client Service Associate

    1 week ago

    Chicago, United States Ritholtz Wealth Management Full time

    Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated and career-oriented individuals who can thrive in an energetic and collaborative environment and enjoy the challenges...

  • Client Services Team Associate

    2 weeks ago

    Chicago, Illinois, United States U.S. Bank Full time

    Job OverviewWe are seeking a highly skilled and motivated PWM Client Services Team Associate to join our team at U.S. Bank. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service and support to our clients.About the RoleThis is an exciting opportunity to work in a fast-paced environment where...

  • Associate, Wealth Client Services

    4 weeks ago

    Chicago, United States Alera Group Full time

    Job Description Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the...

  • Associate, Wealth Client Services

    1 month ago

    Chicago, United States Alera Group Full time

      Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services  to join their Wealth Services  team.     Alera Group was founded in 2017 and has grown to become the 15 th largest broker of US business . We are passionate about our clients’ success in the...

  • Associate, Wealth Client Services

    1 month ago

    Chicago, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Wealth Client Services to join their Wealth Services team.   Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee...

  • Media Client Service Associate

    2 days ago

    Chicago, Illinois, United States Kantar Full time

    Company Overview: At Kantar, we are committed to delivering exceptional client service. We strive to understand our clients' needs and provide tailored solutions that drive results.We are seeking a skilled Associate - Client Service, Media professional who can work closely with our clients to deliver high-quality services. This role requires strong project...

  • Senior Client Service Associate

    3 months ago

    Chicago, United States RK Partners Full time

    Are you passionate about delivering exceptional client service and being a key player in a dynamic team? As a Client Service Associate, you will play a crucial role in supporting firm's clients and Wealth Advisors with essential administrative and operational assistance. In this role, you'll prepare for client meetings, maintain regular client contact, and...

  • Administrative Associate

    3 weeks ago

    Chicago, Illinois, United States Curi RMB Capital LLC Full time

    About Our FirmCuri RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with nearly $14 billion in assets under management.Job DescriptionThe Client Service Coordinator supports the firm by executing a wide variety of administrative responsibilities. The incumbent performs the administrative duties associated with the service of...

Client Service Associate

1 month ago

Chicago, United States JPMorganChase Full time
JOB DESCRIPTION


Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

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, capabilities and skills

  • 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, capabilities and skills

  • 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
JPMorganChase, 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans



ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides 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 not-for-profit organizations.