JPMorganChase · 19 hours ago
Client Service Associate
JPMorganChase is one of the oldest financial institutions, providing innovative financial solutions to a diverse range of clients. The Client Service Associate will manage relationships with Commercial Bank clients, addressing issues related to treasury and cash management products while collaborating with internal partners to enhance client satisfaction and service delivery.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase