Account Manager I - Client Execution PHL (Commercial & Investment Bank)
At JPMorgan Chase, we are committed to fostering a culture where your development and growth are nurtured, enabling you to achieve your highest potential. As a global leader in financial services, we value diversity, collaboration, and innovation, providing a supportive environment for professional growth and advancement. Join our team and be part of an organization that encourages creativity, teamwork, and continuous learning, while making a meaningful impact for our clients and communities.
As an Account Manager I within the Central Migration team, you will play a key role in supporting clients transitioning from execution-side processes and assisting with manual migrations. You will work closely with clients to ensure a smooth migration process, providing guidance and support throughout the transition. Your responsibilities include understanding client needs, coordinating with internal teams, managing timelines, and addressing issues to ensure minimal disruption and maximum satisfaction.
Job Summary:
In this role, you will leverage your project management and problem-solving skills to track migration progress, identify and resolve bottlenecks, and proactively improve migration efficiency. You will communicate regularly with clients and internal stakeholders, ensuring alignment on objectives and deliverables, and ultimately facilitating a seamless migration experience.
Job Responsibilities:
- Facilitate support for clients and internal partners during manual or fallback migration processes.
- Send outreach communications based on the client impact list and execute follow-up actions, including phone calls.
- Organize meetings with clients and internal partners to provide migration status updates, address challenges, and propose solutions.
- Monitor cases and incoming emails to ensure compliance with service level agreements (SLAs).
- Maintain client satisfaction and confidence in JPMorgan Chase products and services at or above departmental standards.
- Ensure accurate and timely documentation of migration updates within cases and dashboards.
- Monitor group mailboxes and allocate email inquiries requiring outreach and responses.
- Respond to internal and external client inquiries within project SLAs.
- Support the development and maintenance of policies, procedures, and training materials.
- Escalate client issues as necessary and collaborate with Product and Project Management teams for resolution.
- Lead or assist with initiatives such as Job Aid creation, red-lining, SME, or training support as needed.
Required Qualifications, Skills, and Capabilities:
- Ability to work shifts between 8am and 8pm ET and outside normal hours when necessary.
- Self-driven and capable of self-management, with sound judgment and effective decision-making skills.
- Strong analytical and problem-solving skills.
- Ability to handle a wide range of tasks and projects simultaneously by effectively prioritizing work.
- Excellent time management and organizational skills.
- Strong verbal and written communication skills.
- Ability to manage multiple projects.
- Skilled in building and maintaining positive relationships with business partners.
Preferred Qualifications, Skills, and Capabilities:
- Minimum 3 years of experience in Client Support, Project Management, and Stakeholder Management; people management background preferred.
- Intermediate knowledge of MS Office (Excel, Word, PowerPoint), Tableau, and Alteryx (preferred).
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.
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 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.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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Health and Wellness
Parental Benefits
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Financial and Retirement
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Diversity and Inclusion