Global Sales Client Account Manager - Associate jobs in United States
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Chase · 11 hours ago

Global Sales Client Account Manager - Associate

Chase is a global leader in financial services, and they are seeking a Global Sales Client Account Manager Associate to enhance client experiences for senior executives. This role involves coordinating client events, managing briefing materials, and performing data analysis to support strategic client engagement initiatives.

BankingFinancial Services

Responsibilities

Organize and drive client events and engagements to maximize client relationships and experience, partnering with Sales, ICAM, BM, and the broader CIS team
Develop executive briefing materials tailored to stakeholder requirements for client meetings and events, identifying key discussion points and topical trends
Monitor meetings, events, and conferences across senior management (e.g., CEOs, Sales & Trading Heads) to identify further client engagement opportunities
Provide detailed data analysis for senior management across all clients (AFR, ROE & Coalition) and proactively track revenue targets to identify areas of opportunity
Produce publications on sector analytics, news, research, and thematics for town halls, management offsites, and senior executive distribution
Liaise with executive offices across Sales, Trading, Research, and Operations to ensure coordination and efficiencies across the client agenda and daily operations

Qualification

Data analysisExcelMicrosoft Office SuiteClient engagementOrganizational skillsAgilityProactive learningConfidentialityTeam playerTime management

Required

Bachelor's degree
Maintain confidentiality and demonstrate sound judgment in handling sensitive information
Maintain a balanced and neutral view across the organization, ensuring fair and unbiased coordination
Ability to thrive in a fast-paced environment, demonstrating agility and adaptability to changing priorities
Highly analytical with proficiency in Excel, Microsoft Office Suite, and visual analytics platforms
Exceptional organizational and time management skills
Ability to multitask and manage expectations of a senior audience in a high-stakes environment with critical attention to detail
Desire to learn and be proactive
Team player prepared to collaborate globally (New York, London, Paris, Hong Kong, Singapore)

Preferred

Prior experience in Markets or financial services industry
Proficiency in Microsoft Office Suite

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase