Elevate your career with JPMorgan Chase, a top financial firm, valuing innovation, creativity, and excellence.
As a Client Service Associate within the Dealer Services team, you will manage relationship activities and operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include managing transactional accounts and complex treasury products both domestically and internationally.
Job responsibilities:
- Ensure satisfaction and retention of assigned portfolio through client ownership. Enhance client relationship by probing, and when appropriate, recommending and implementing service enhancements.
- Use comprehensive knowledge to handle all issues in a timely manner, identify underlying or hidden problems and patterns, and provide timely follow-up to the client and/or relationship team.
- Participate with client calls with the relationship team to further develop the ability to initiate independent calls. Demonstrate solid knowledge of commercial treasury management products and services and assimilate new product knowledge.
- Conduct research and resolution of customer's treasury inquiry, prepare and collect account documentation for new account opening/onboarding
- Familiarize and take additional steps to fully understand the client's business and industry trends.
- Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm.
- Identify and control risk to prevent fraudulent account behavior and potential fraud exposure by understanding the interrelationship between the fraud products offered by the firm.
- Demonstrate strong ability to prioritize daily workload to maximize productivity, utilizing strong time management and organizational skills.
- Demonstrate strong team building and interpersonal relationship skills and developing leadership skills.
- Work independently with minimal supervision and escalate complex or sensitive issues as necessary to resolve customer requests in a timely manner.
- Adhere to all department and firm policies and procedures and uphold the firm's risk and control environment.
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Required qualifications, capabilities and skills:
- College degree or equivalent work experience
- Minimum of three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
- Proficient PC skills including Word, Excel and PowerPoint
- Excellent verbal and written communication skills
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Demonstrated consistent professional presence with the ability to adapt to evolving needs and situations
- Ability to work independently and an effective team member
- Refined professional presentation skills and face-to-face client servicing background
- Highly organized with ability to manage competing priorities
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.