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Client Service Senior Associate
Company | JPMorgan Chase & Co. |
Address | Plano, TX, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-20 |
Posted at | 10 months ago |
As a Client Service Sr. Associate, you 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 serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, CEOs, Presidents, CFOs, Treasurers and other high level client contacts to help research and solve issues for our Commercial banking 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.
- Leads our medium to complex and largest clients autonomously by delivering solutions to clients while recognizing the need to firmly uphold JPM's standards and operating principles
- Proactively works to determine service improvements and solicit client input and feedback on service satisfaction
- Develops long-term client relationships with credibility founded on a detailed understanding of operational data and processes
- Client Centric Activities:
- Conducts annual relationship reviews with clients within the portfolio to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk as well as any additional product/service efficiencies
- Influences partners to recommend products and services based on knowledge of client and daily operating behaviors
- Actively participates in deal team meetings as new products and services are added to your client relationship
- Deliver on Partner Relationships:
- Independently review client trends/issues, proactively discuss with the Treasury Management Officer solutions tailored to clients' needs and provide high quality, high touch service
- Creates a team culture of individual and team successes by promoting an inclusive environment
- Demonstrates the ability to work in an agile environment
- Able to identify opportunities for use of digital tools to offer self-serve opportunities and solutions with a high degree of success
- Solicits feedback on digital offerings in an effort to continuously adapt to the ever-changing landscape
- Is proficient in digital offerings and is considered the first point of contact and trusted advisor
- Help Modernize Client Experience
- Understands Existing & Upcoming Technologies to support client consultation and requests
- Ability to influence others without direct supervision
- Data Analytics experience
- Executive Presence
- Ability to create and present findings
- Project Management
- Execution
- Strategic Thinking
- Growth Mindset
- Change Management
- Bachelor's degree preferred & / or 6+ years of equivalent work experience
- Google G suites / Microsoft Office adept
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