Client Service Team Lead - Vice President

Posted Yesterday
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Chicago, IL
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As Client Service Lead, you'll manage and train a team, enhance client experiences, analyze performance metrics, and collaborate with leadership for talent development.
Summary Generated by Built In
Job Description
Join our dynamic team as a Client Service Lead, where you will play a pivotal role in managing and developing a team of Client Service Account Managers.
As a Client Service Lead within Payments, you will lead and train a team of newly on-boarded associates, providing guidance, mentorship, and structured development to ensure their successful integration and readiness for client portfolio responsibilities. You will assist in managing the team and collaborate with leadership to align talent development with business goals. Own the employee experience through structured training programs, coaching sessions, and performance feedback to accelerate readiness for portfolio management.
Job responsibilities:
  • Manage and develop a team of professional CSAM's (Client Service Account Managers) that are new to the Global Corporate Banking organization, with the primary goal of preparing them to independently manage client portfolios
  • Conduct daily, weekly, monthly staff meetings/check-ins with the team to oversee progress, ensuring they are acquiring the necessary skills, product knowledge, and client service expertise to transition into roles
  • Track client requests in real-time and improve client experience by analyzing data to identify trends, monitor metrics, case hygiene, and product quality control
  • Serve as a direct point of contact, with strong product knowledge, and as a resource to help resolve client requests to obtain full resolution
  • Foster a collaborative and supportive team environment that encourages continuous learning, professional growth, and accountability
  • Ensure processes align with specifications to meet financial and headcount targets
  • Partner with senior leadership to identify high-potential associates and create tailored development plans aligned with business objectives and client needs

Required qualifications, capabilities and skills:
  • 5 years of managerial, leadership, and training experience
  • 5 years of experience in Client Service
  • Professional presentation experience, both in-person and virtually
  • Strong oral and written communication skills
  • Extensive project management experience
  • Comprehensive understanding of Treasury Services products and market knowledge
  • Ability to influence others and drive decisions
  • Multi-tasking, time management, and organizational skills
  • Excellent problem-solving and analytical skills
  • Expert in MS Office and variety of Business Applications

Preferred qualifications, capabilities, and skills:
  • Ability to perform root cause analysis and guide product enhancements

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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

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What the Team is Saying

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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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