The Client Service Team is a critical part of our Commercial & Investment Bank business.
As a Client Service Associate within our Client Service Team, you will play a critical role in executing our vision of superior client service. You will be responsible for various customer service, relationship management, and process simplification activities, as well as operational controls for an assigned portfolio of clients. This role provides an opportunity to serve as the primary point of service contact for each client within your assigned portfolio, which may be comprised of operating transactional accounts and complex treasury products. We value your contribution to projects aimed at improving client service delivery through innovation.
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Job Responsibilities:
- Collaborate and address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership
- Resolve issues by identifying underlying problems and patterns
- Develop and deliver Automation solution as planned
- Develop expertise in commercial treasury management products and services
- Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure
- Promote change management related to ongoing maintenance of delivered automation projects
- Adhere to all established policies, procedures, and practices
- Maintain a confident and professional presence with clients, other bank departments, and the community
- Contribute to projects aimed at improving client service delivery through innovation
- Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.
Required qualifications, capabilities and skills
- Possess a minimum of 4 years of experience in a techno-functional role across areas like process automation, operations, accounting, technology, analytics, training, and process improvement, with client interaction exposure.
- You must hold a Bachelor's degree or above
- Demonstrate familiarity with a global bank's processes and strong business knowledge in Investment Banking, Retail & Commercial business, including product, process, and system knowledge.
- Develop and modify automation scripts and macros using Python and/or VBA independently, with the ability to understand existing codebases, implement enhancements, and troubleshoot issues.
- Communicate and present information effectively using Microsoft Office applications, including Word, Excel, and PowerPoint. Consult with project stakeholders, facilitating compromises and resolving conflicting requirements, while building and fostering internal relationships.
- Manage people and process elements, ideally as a business project manager, understanding human change elements in project delivery. Operate effectively in a dynamic environment with tight deadlines, prioritizing work to achieve them.
- Adapt to global working hours with flexibility.
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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.