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Client Service Analyst

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 12 days ago

No clicks

**Client Service Analyst - JPMorgan Chase, Metro Manila** (3+ years) Act as primary client contact, managing portfolios. Collaborate cross-functionally to address client issues promptly, prioritizing tasks and resolving complex problems. Mitigate risks, maintain compliance, and enhance service through process improvement. Proficient in Word, Excel, and PowerPoint. Strong communication, problem-solving, and client focus required. Familiarity with project management, basic coding, and web development a plus.

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 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, capabilities, and skills:

  • Minimum 3 years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with some client interaction. Strong fresh graduates may also be considered.
  • Communication: Clear, professional written and verbal communication.
  • Problem-solving & client focus: Strong analytical skills and commitment to great client service.
  • Attention to detail: Accurate work and ability to follow policies and compliance requirements.
  • Teamwork & adaptability: Comfortable working across teams in a fast-paced environment.
  • Risk awareness: Ability to spot issues early and help reduce risk.
  • Tech/PC skills: Quick to learn new tools; proficient in Word, Excel, and PowerPoint.
  • Time management: Can prioritize tasks and meet deadlines.
  • Professionalism: High integrity and respectful interactions.
  • Continuous improvement: Looks for ways to improve processes and introduce better ways of working.

 

Preferred qualifications, capabilities, and skills:

  • Project management: Experience planning/executing projects or supporting process improvement initiatives.
  • Basic coding: Familiarity with Python, JavaScript, or similar; willing to learn more.
  • Web development exposure: Any experience building websites or interest in web technologies.
  • Data management basics: Understanding of systems used to store and organize data.
  • Cloud fundamentals: Some exposure to cloud services/tools; motivated to grow skills.
  • Project tracking tools: Familiarity with tools used to track work, changes, and progress (or willingness to learn).
  • Project/design software: Experience with project management and/or design tools; adaptable to new tools.

 

Client Service is a critical part of our Commercial Bank business. Executing a vision of superior client service is what we strive for.

Client Service Analyst

Compensation

Not specified

City: Manila

Country: Not specified

J.P. Morgan logo
Bulge Bracket Investment Banks

12 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Service Analyst - JPMorgan Chase, Metro Manila** (3+ years) Act as primary client contact, managing portfolios. Collaborate cross-functionally to address client issues promptly, prioritizing tasks and resolving complex problems. Mitigate risks, maintain compliance, and enhance service through process improvement. Proficient in Word, Excel, and PowerPoint. Strong communication, problem-solving, and client focus required. Familiarity with project management, basic coding, and web development a plus.

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 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, capabilities, and skills:

  • Minimum 3 years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with some client interaction. Strong fresh graduates may also be considered.
  • Communication: Clear, professional written and verbal communication.
  • Problem-solving & client focus: Strong analytical skills and commitment to great client service.
  • Attention to detail: Accurate work and ability to follow policies and compliance requirements.
  • Teamwork & adaptability: Comfortable working across teams in a fast-paced environment.
  • Risk awareness: Ability to spot issues early and help reduce risk.
  • Tech/PC skills: Quick to learn new tools; proficient in Word, Excel, and PowerPoint.
  • Time management: Can prioritize tasks and meet deadlines.
  • Professionalism: High integrity and respectful interactions.
  • Continuous improvement: Looks for ways to improve processes and introduce better ways of working.

 

Preferred qualifications, capabilities, and skills:

  • Project management: Experience planning/executing projects or supporting process improvement initiatives.
  • Basic coding: Familiarity with Python, JavaScript, or similar; willing to learn more.
  • Web development exposure: Any experience building websites or interest in web technologies.
  • Data management basics: Understanding of systems used to store and organize data.
  • Cloud fundamentals: Some exposure to cloud services/tools; motivated to grow skills.
  • Project tracking tools: Familiarity with tools used to track work, changes, and progress (or willingness to learn).
  • Project/design software: Experience with project management and/or design tools; adaptable to new tools.

 

Client Service is a critical part of our Commercial Bank business. Executing a vision of superior client service is what we strive for.