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Client Service Associate
$52k-67k (estimate)
Full Time 2 Months Ago
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JPMC Candidate Experience page is Hiring a Client Service Associate Near Charlotte, NC

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 in 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.

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 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

  • 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. 

Job Summary

JOB TYPE

Full Time

SALARY

$52k-67k (estimate)

POST DATE

02/07/2024

EXPIRATION DATE

05/03/2024

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The job skills required for Client Service Associate include Client Service, Microsoft Office, Products and Services, Futures, Presentation, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

01/13/2022: Albany, GA

Provided daily financial transaction services for clients while delivering excellent customer care.

03/06/2022: San Bernardino, CA

Understand Clients' business to predict their needs and provide appropriate solutions.

03/05/2022: Oakland, CA

Processes and follows up on client documentation for proper maintenance of accounts.

01/23/2022: Temple, TX

Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

12/25/2021: Modesto, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

02/27/2022: Providence, RI

Develop an ability to communicate effectively with clients, managers and other associates.

02/06/2022: Peoria, IL

May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

01/31/2022: Oakland, CA

Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

03/05/2022: Detroit, MI

Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.

12/27/2021: Pierre, SD

Step 3: View the best colleges and universities for Client Service Associate.

Butler University
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Cooper Union
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Providence College
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