NA Financial Institutions Group (FIG) - Banks Segment - Client Service Lead

Join our dynamic team as a Client Service Lead, where you will play a pivotal role in managing and developing a team of Client Service Account Managers.

As a Client Service Lead in the North America Financial Institutions Group (FIG) - Banks Segment, you will manage a team dedicated to providing exceptional client-facing support. You will act as a primary contact, building partnerships to understand client needs and ensuring service excellence. Your role will involve coordinating internally to monitor relationship health and advocate for client satisfaction.

Job Responsibilities:

• Manage and develop a team of Client Service Account Managers (CSAM) through hiring, training, and coaching.
• Navigate the organization to achieve outcomes for clients and stakeholders.
• Conduct weekly staff meetings and quarterly check-ins with GCB/Payments Sales partners.
• Act as a customer advocate to enhance service quality across product and operational areas.
• Maintain direct client relationships, resolve issues, and monitor client SLAs.
• Track client requests in real-time and improve case data quality.
• Analyze client data to identify trends and develop long-term strategies.
• Perform quality controls, monitor KPIs, and guide product quality control.
• Serve as a high-level contact with strong product knowledge.
• Ensure processes align with specifications and meet financial and headcount targets.

Required Qualifications, Capabilities, and Skills:

• Minimum of 5 years of managerial/leadership experience.
• Over 5 years in a Service or Client Relationship focused environment.
• Strong people, project, and risk management skills.
• Comprehensive understanding of Treasury Services products and market knowledge.
• Ability to influence others and drive decisions.
• Negotiation and strategic planning skills.
• Strong oral and written communication skills.
• Multi-tasking, time management, and organizational skills.
• Excellent problem-solving and analytical skills.
• Working knowledge of MS Office and Business Applications.

Preferred Qualifications, Capabilities, and Skills:

• Experience in fostering a diverse and inclusive environment.
• Ability to perform root cause analysis and guide product enhancements.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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): Plano, TX

Job ID: JPMorgan-210659764

Employment Type: FULL_TIME

Posted: 2025-09-06T19:10:44