at J.P. Morgan
Bulge Bracket Investment BanksPosted 3 days ago
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**Client Service Account Associate** in Plano, TX. Manage large client portfolios, advise on decision-making, resolve service issues, and identify product gaps. Key skills: client advising, issue resolution, product enhancement, effective communication, risk management. Requires 2+ years' relevant experience, Treasury Services product knowledge, time management, and collaboration skills.
- Compensation
- Not specified USD
- City
- Plano
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Plano, TX, United States
Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients.
Act as key advisor to the client, providing advice and consultation on decision making
Act as clients central point of resolution and escalation for service issues, liaises with bank partners to manage issues
Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
Use product knowledge to recommend and participate in product enhancements and service delivery plans
Convey complex ideas and client issues with confidence
Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Minimum 2 years of relevant industry and/or functional experience
Understanding of core Treasury Services product sets
Ability to present oral and written communication in an organized, clear and confident manner
Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
Ability to partner with internal colleagues and external clients
Applies sound judgment during the decision making process; evaluates risk factors
Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
SIMILAR OPPORTUNITIES
Client Service Account Associate
Compensation
Not specified USD
City: Plano
Country: United States
**Client Service Account Associate** in Plano, TX. Manage large client portfolios, advise on decision-making, resolve service issues, and identify product gaps. Key skills: client advising, issue resolution, product enhancement, effective communication, risk management. Requires 2+ years' relevant experience, Treasury Services product knowledge, time management, and collaboration skills.
Full Job Description
Location: Plano, TX, United States
Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients.
Act as key advisor to the client, providing advice and consultation on decision making
Act as clients central point of resolution and escalation for service issues, liaises with bank partners to manage issues
Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
Use product knowledge to recommend and participate in product enhancements and service delivery plans
Convey complex ideas and client issues with confidence
Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Minimum 2 years of relevant industry and/or functional experience
Understanding of core Treasury Services product sets
Ability to present oral and written communication in an organized, clear and confident manner
Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
Ability to partner with internal colleagues and external clients
Applies sound judgment during the decision making process; evaluates risk factors
Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
SIMILAR OPPORTUNITIES
