Client Service Analyst - Research and Account Maintenance

Posted 18 Days Ago
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Manila, Metro Manila, National Capital Region
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Client Service Analyst, you'll manage a client portfolio, resolve issues, and collaborate with cross-functional teams to ensure client satisfaction and operational controls while adhering to policies.
Summary Generated by Built In
Job Description
Seize the opportunity to be a part of the JPMorgan Chase team as a Client Service Analyst in Commercial Investment Banking now!
As a Client Service Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.
Job responsibilities:
  • Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership
  • Resolve issues by identifying underlying problems and patterns
  • Develop expertise in commercial treasury management products and services
  • Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm
  • Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure
  • Prioritize daily tasks to maximize productivity using strong time management and organizational skills
  • Adhere to all established policies, procedures, and practices
  • Maintain a confident and professional presence with clients, other bank departments, and the community
  • Contribute to projects aimed at improving client service delivery through innovation
  • Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly

Required qualifications, skills, and capabilities:
  • At least 3 years of experience in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions; diverse professional backgrounds are valued
  • Fresh graduates with exemplary educational records are welcome
  • Excellent communication skills, both written and verbal
  • Strong analytical skills to address client issues and deliver exceptional service and satisfaction
  • Ensure accuracy and compliance with policies
  • Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment
  • Identify and mitigate potential risks
  • Ability to quickly learn and adapt to new technologies; proficient in PC skills including Word, Excel, and PowerPoint. Candidates eager to enhance digital literacy and adopt new tools are encouraged
  • Prioritize tasks and meet deadlines efficiently and proactively seek process improvements and innovation
  • Maintain integrity in all interactions
  • Willingness to work night shifts and onsite five days a week.

Preferred qualifications, skills, and capabilities:
  • Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes
  • Familiarity with computer languages like Python or JavaScript. We appreciate anyone who has some coding experience and is willing to learn more
  • Experience in building websites. We value those who are interested in web technologies and want to expand their skills.
  • Understanding of systems that organize and store information. Any experience with these systems is a plus.
  • Some knowledge of online tools that help manage and run applications. We encourage learning and growth in this area.
  • Familiarity with tools that help keep track of changes and progress in projects. We value those who are open to learning these systems.
  • Experience with programs that assist in managing projects and design work. We support those who have used any such tools and are open to adapting and growing.

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.

Top Skills

Excel
JavaScript
PowerPoint
Python
Word

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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The Company
HQ: New York, NY
289,097 Employees
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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