Join our dynamic Trade & Working Capital Team, where your expertise in client service and trade finance will drive impactful solutions and foster strong client relationships. As a Client Service Account Manager, you will be at the forefront of enhancing client experiences, acting as a trusted advisor, and collaborating with cross-functional teams to deliver excellence.
As a Client Service Account Manager within the Trade & Working Capital Team, you will play a pivotal role in managing the lifecycle of transactions and building lasting relationships with clients. You will work closely with Operations, Trade Product, Trade Sales, Credit, Legal, and Banking Partners to ensure client expectations are met and exceeded. Your focus will be on providing transparency and proactive service, making you the first point of contact for clients and a key player in enhancing the overall client experience.
Job Responsibilities:
- Manage the lifecycle of transactions post-sale, ensuring smooth handling and fast turnaround times.
- Build and maintain strong relationships with clients and internal teams, including Operations, Middle, and Front Office colleagues.
- Track client transactions and provide comprehensive reporting to enhance client experience.
- Support operational workflows to resolve refusals, disputes, and problematic transactions.
- Record all client interactions and escalate concerns to Sales as needed.
- Advocate for clients by analyzing customer behavior and reporting on transaction trends.
- Streamline processes in line with Trade priorities and support sales and client visits.
- Conduct client training and participate in client events to strengthen relationships.
Required Qualifications, Capabilities, and Skills:
- Proven leadership skills with the ability to deliver exceptional performance under pressure.
- Strong focus on client satisfaction and relationship building.
- Excellent planning and organizational skills, comfortable working within tight deadlines.
- Ability to operate collaboratively and possess strong interpersonal skills.
- Proficiency in managing multiple systems and an interest in automation tools (AI/LLM/Alteryx).
Preferred Qualifications, Capabilities, and Skills:
- Knowledge of Trade Finance Products is preferred.
- Experience in developing and mobilizing internal networks and resources.
- Ability to identify opportunities for product development and enhancement.
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
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.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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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