Step into the role of Client Service Senior Associate and leverage your expertise in data literacy and reporting analytics to transform client relationships. This position offers the chance to lead initiatives that enhance client satisfaction and service through strategic data analysis and reporting. Join us in fostering a culture of trust and driving positive client experiences.
As a Client Service Senior Associate within the Client Onboarding and Service Team, you will be responsible for leveraging your data literacy and reporting analytics skills to manage client relationships and deliver exceptional service. Your role will involve analyzing data to identify trends, formulating strategies, and generating insightful reports to boost client satisfaction. You will also collaborate with stakeholders, spearhead communication initiatives, and contribute to the resilience of the business.
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Job Responsibilities:
- Utilize data literacy and reporting analytics to manage client relationships.
- Analyze data to identify trends and develop strategies for client satisfaction.
- Provide insightful reports to enhance client service and experience.
- Collaborate with stakeholders to resolve client issues and escalations.
- Lead communication efforts until resolution and manage a team.
- Contribute to business resiliency and develop talent.
- Foster a diverse culture and drive positive experiences.
- Lead transformation initiatives and build trust with stakeholders.
- Create effective processes and identify issues.
- Design solutions and quantify financial impacts.
Required qualifications, capabilities, and skills:
- At least four years in leadership, showing professional presence and adaptability.
- Minimum three years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with client interaction exposure.
- Proven experience delivering high-quality presentations and reports.
- Strong communication, organization, and project management skills.
- Intermediate to advanced proficiency in MS Office tools (Excel, PowerPoint), Alteryx, and SharePoint
Preferred qualifications, capabilities, and skills:
- Experience with Treasury Products and Financial Accounts.
- Strong conceptual thinking abilities.
- Exceptional analytical and problem-solving skills.
- Ability to manage competing priorities and work under pressure.
- Experience in leading client transformation initiatives for operational efficiencies.
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.