Client Service Account Manager - Analyst

Posted 13 Hours Ago
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Riyadh
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Service Account Manager - Analyst will manage a portfolio of clients, providing customer service and relationship management while handling treasury products. Responsibilities include resolving client inquiries, preparing account documentation, and identifying beneficial products for clients. The role involves liaising with various teams to enhance service delivery and ensure client satisfaction.
Summary Generated by Built In

Job Description
In this role you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.
As a Client Service Analyst, you will report to a Client Service Senior Associate or Client Service Manager. You will be maintaining treasury products and accounts, research and resolution of customer's treasury inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability. You will also participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone.
Job responsibilities

  • Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
  • Resolve issues by identifying underlying or hidden problems and patterns
  • Build knowledge of commercial treasury management products and services
  • Serve as a liaison between the 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
  • Prioritize daily workload to maximize productivity utilizing time management and organizational skills
  • Follow all established policies, procedures and practices
  • Project a confident and professional presence to our clients, other bank departments and the community
  • Desire to exceed client expectations
  • Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner


Required qualifications, capabilities, and skills

  • 1+ years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
  • College degree preferred, or equivalent work experience
  • Excellent communication skills both written and verbal (English and Arabic)
  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
  • Highly organized with ability to manage competing priorities
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
  • Proficient PC skills including Word, Excel and PowerPoint


About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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