Step into the role of Client Service Senior Associate and leverage your expertise in data literacy and reporting analytics to transform client relationships. This position offers the chance to lead initiatives that enhance client satisfaction and service through strategic data analysis and reporting. Join us in fostering a culture of trust and driving positive client experiences.
As a Client Service Senior Associate within the Client Onboarding and Service Team, you will be responsible for leveraging your data literacy and reporting analytics skills to manage client relationships and deliver exceptional service. Your role will involve analyzing data to identify trends, formulating strategies, and generating insightful reports to boost client satisfaction. You will also collaborate with stakeholders, spearhead communication initiatives, and contribute to the resilience of the business.
Job Responsibilities:
- Utilize data literacy and reporting analytics to manage client relationships.
- Analyze data to identify trends and develop strategies for client satisfaction.
- Provide insightful reports to enhance client service and experience.
- Collaborate with stakeholders to resolve client issues and escalations.
- Lead communication efforts until resolution and manage a team.
- Contribute to business resiliency and develop talent.
- Foster a diverse culture and drive positive experiences.
- Lead transformation initiatives and build trust with stakeholders.
- Create effective processes and identify issues.
- Design solutions and quantify financial impacts.
Required qualifications, capabilities, and skills:
- At least four years in leadership, showing professional presence and adaptability.
- Minimum three years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with client interaction exposure.
- Proven experience delivering high-quality presentations and reports.
- Strong communication, organization, and project management skills.
- Intermediate to advanced proficiency in MS Office tools (Excel, PowerPoint), Alteryx, and SharePoint
Preferred qualifications, capabilities, and skills:
- Experience with Treasury Products and Financial Accounts.
- Strong conceptual thinking abilities.
- Exceptional analytical and problem-solving skills.
- Ability to manage competing priorities and work under pressure.
- Experience in leading client transformation initiatives for operational efficiencies.
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
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.
Gallery






JPMorganChase Teams
JPMorganChase Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.