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Client Service Analyst

AT JPMorgan Chase
JPMorgan Chase

Client Service Analyst

Plano, TX

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Analyst within the Commercial Bank, you will resolve client requests in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Analysts are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

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Job Responsibilities

  • Listen and identify the client's needs via e-mail and or phone while tactically executing solutions on their behalf.
  • Act as a consultant; guide them through the process each step of the way and educate them on the self-serve opportunities that exist.
  • Prioritize daily workload to maximize productivity utilizing time management and organizational skills.
  • Build and strengthen trusting relationships with internal partners and clients to facilitate an ease of doing business.
  • Project a confident and professional presence to our clients and internal partners.
  • Develop growing knowledge of commercial treasury management products and services.
  • Demonstrate solution-oriented mindset, embrace the ownership of client issues, and respond to and close requests with a sense of urgency.
  • Deliver extraordinary results measured by customer satisfaction, effectiveness, efficiency and quality.
  • Collaborate with clients and internal service partners to achieve desired outcomes. Recognize and avoid potential risks by executing standard business controls and escalate emerging concerns. Resolve issues by identifying underlying or hidden problems and patterns.
  • Demonstrate the ability to work in an agile environment.
  • Understand existing and upcoming Technologies to support client request, demonstrate a growing understanding of application knowledge and is able to navigate service platforms with minimal guidance

Required qualifications, capabilities and skills

  • Time Management & Analytical Proficiency
  • Sense of Urgency & Problem-Solving Skills
  • Organizational Proficiency & ability to handle Change Management
  • Customer Obsession and Forward thinking to identify potential problems
  • Effective communication & ability to collaborate with others

Preferred qualifications, capabilities and skills

  • Bachelor's degree and/or 2+ years of equivalent work experience
  • Microsoft Office adept - PC skills including Word, Excel and PowerPoint

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Client-provided location(s): Plano, TX, USA
Job ID: JPMorgan-210569448
Employment Type: Full Time