Canada Partnership and Sales Support - Merchant Services - Associate

ESSENTIAL DUTIES AND RESPONSIBILITIES

1 . Reporting & Analytics

• Provide timely and accurate partner performance and custom reporting (e.g., referrals, wins, losses, attrition, settlement summaries, pricing reports, campaign and process rebate reports).
• Support ad hoc reporting needs, including campaign tracking, year-over-year comparisons, and opportunity analysis. Reports are sent daily, weekly and / or monthly.
• Prepare and manage internal reports for meetings
• Deliver SLA performance reporting and engage relevant teams for major event business engagement.
• Conduct high-level billing reconciliation for equipment rental reports to verify accurate pricing setup and ensure all items are billed correctly.

2. Database & Documentation Management

• Oversee ongoing management and maintenance of all partner-related databases (partner details, pricing, staff directories, referral portals, SFCC objects, TPI risk ratings).
• Maintain a shared archive for required documentation retention and ensure all records are up to date and accessible.
• Maintain and update Standard Operating Procedures (SOPs) and process documentation.

3. Partner Onboarding, Offboarding & Program Support including Sales Support

• Own and execute the partner onboarding (intake) and offboarding (divestment) processes, including all related operational procedures.
• Coordinate and support the review process for Third-Party Intermediaries (TPIs), including risk ratings, review dates, DDQ and training deck updates, and advance notifications.
• Collaborate with Finance and Pricing COE teams to ensure accurate pricing attribution and updates for partner merchants.
• Assign and manage referral leads received through the shared mailbox, ensuring timely follow-up and highlighting any potential opportunities as they arise.
• Manage case management queue by ensuring cases are promptly assigned, tracked, and closed with timely and effective resolution.

4. Communication & Stakeholder Engagement

• Draft, distribute, and maintain partnership updates, merchant communications, and educational materials for both internal and external stakeholders.
• Coordinate merchant communications, including NLM pricing uplift notifications, preferred partner pricing program updates, and version control of messaging.
• Collaborate with partner contacts and internal teams to ensure alignment and clarity on roles, responsibilities, and program participation.
• Respond to and resolve escalation requests promptly, ensuring issues are addressed in a timely manner and communicating resolutions to all relevant stakeholders.

5. Issue Resolution & Controls

• Proactively address all partner inquiries and escalation communications, ensuring prompt resolution and engaging the aligned Partner RM for complex or sensitive issues.
• Lead and coordinate controls, audit-related reporting, and administrative requests, including documentation retrieval and evidence management.
• Engage internal support teams and subject matter experts for problem resolution and provide status updates to partners and Partner RM as needed..
• Collaborate with Finance Adjustment Team to establish and update payment files and partner banking details, ensuring proper distribution and approval by the Partner RM.
• Identify opportunities for process re-engineering and improvement. Proactively suggest procedure updates and enhancements to address issues and elevate the client experience.

MINIMUM QUALIFICATIONS

Education/Experience

• 2-3 years of work experience in a client-facing position.
• Bachelor's degree in business administration, accounting, marketing or other related fields. In lieu of degree, may have relevant work experience.

Skills or Special Abilities

• Knowledge of and strong interest in merchant industry and related procedures (payments, POS systems, merchant acquiring, B2B software, etc).
• Ability to use data to problem-solve creatively.
• Efficient and independent worker with good time management skills.
• Finds value and satisfaction in providing services that satisfies clients.
• Ability to effectively communicate both verbally and written with both internal and external merchant contacts.
• Requires strong business acumen and self-assuredness in internal and external interactions.
• Project Management (PMP certified optional)

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.

Client-provided location(s): Toronto, Canada

Job ID: JPMorgan-210720458

Employment Type: FULL_TIME

Posted: 2026-03-10T19:55:45