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Client Service Analyst - Research and Account Maintenance

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Join JPMorgan Chase's Commercial Investment Banking team as a Client Service Analyst supporting a designated client portfolio and reporting to a Senior Associate or Manager. You will act as the primary service contact for clients, handle transactional accounts and treasury products, resolve client issues, and collaborate with relationship, operations, sales, and implementation teams. The role requires strong communication, analytical and risk‑identification skills, attention to compliance and process improvement, and the ability to work independently while escalating complex issues. The position requires onsite presence five days a week and willingness to work night shifts.

Compensation
Not specified

Currency: Not specified

City
Manila
Country
Not specified

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

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.

 

Client Service is a critical part of our Commercial Investment Bank business, executing a vision of superior client service.

Client Service Analyst - Research and Account Maintenance

Compensation

Not specified

City: Manila

Country: Not specified

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

Join JPMorgan Chase's Commercial Investment Banking team as a Client Service Analyst supporting a designated client portfolio and reporting to a Senior Associate or Manager. You will act as the primary service contact for clients, handle transactional accounts and treasury products, resolve client issues, and collaborate with relationship, operations, sales, and implementation teams. The role requires strong communication, analytical and risk‑identification skills, attention to compliance and process improvement, and the ability to work independently while escalating complex issues. The position requires onsite presence five days a week and willingness to work night shifts.

Full Job Description

Location: Metro Manila, National Capital Region, Philippines

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.

 

Client Service is a critical part of our Commercial Investment Bank business, executing a vision of superior client service.