Client Service Associate

Job Description
Join our team as a Client Service Associate and be at the forefront of creating impactful financial solutions. Collaborate with industry experts, enhance your skills, and drive success in a dynamic environment. If you're detail-oriented and passionate about making a difference, this opportunity is for you!
Job Summary:
As a Client Service Associate within the Commercial Term Lending team, you will play a pivotal role in fostering the growth and success of an assigned portfolio. You will be the primary point of contact for each client within your portfolio, which may consist of operating transactional accounts and complex treasury products both domestically and internationally. As a trusted member of the client's team, you will be deeply involved in ensuring their success.
Job Responsibilities:

• Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
• Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offering
• Concentrate on developing a risk appetite to prevent and protect the firm and our clients and adhere to the department policies and procedures for client requests
• Keep building and continually revamping the client relationship and share your knowledge and become a mentor to help your team succeed
• Handle complex relationships and high profile portfolios, while providing service at the same level for all clients
• Engage professionally in person, emails and on the phone to assist with every client need or issue and work independently and in a team environment to maximize productivity in a most efficient manner
• Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
• Build in-depth understanding of the client's organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client
• Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility
• Take ownership, act with a sense of urgency and exceed expectations by over-communicating
• Establish strong relationships with internal partners in Treasury sales and across various functions

Required Qualifications, Skills, and Capabilities:

• A strong aptitude for strategic thinking and tactical execution
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Ability to use data to create metrics and reporting

Preferred Qualifications, Skills, and Capabilities:

• 3+ years of experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industry
• College degree preferred
• Proficient in MS Office (Excel, PowerPoint, Word)

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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.