
Posted 14 days ago
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The Client Service Associate serves as the primary point of contact for commercial banking clients, building and maintaining strong relationships with executives and resolving issues related to treasury and cash management products. The role emphasizes continuous improvement, using innovation and data/tech literacy to enhance operating platform efficiency and implement new technology in partnership with Technology and Business teams. Responsibilities include project management, stakeholder influence, soliciting client feedback to drive service enhancements, and identifying digital self-service opportunities. The position requires client-facing experience, strong communication and presentation skills, and the ability to produce quantifiable reporting.
- Compensation
- Not specified
- City
- Plano
- Country
- United States
Currency: Not specified
Full Job Description
Location: Plano, TX, United States
As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage. Your ability to manage projects, lead aspects of the project management lifecycle, and address concerns with sponsors and impacted parties will be crucial to your success in this role.
Job responsibilities
- Develop and maintain long-term client relationships to ensure satisfaction and retention, addressing issues and conducting annual reviews to identify risks and recommend solutions.
- Enhance the efficiency and resilience of the operating platform through innovative techniques, contributing to continuous service improvement.
- Establish productive relationships with internal stakeholders, using persuasion skills to achieve mutually beneficial outcomes.
- Collaborate with Technology and Business teams to implement new technology, leveraging data and tech literacy.
- Engage in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Solicit client input and feedback to determine service improvements, discuss trends/issues with internal partners, and influence product recommendations.
- Identify opportunities for digital tools to offer successful self-service solutions and participate in deal team meetings for new products and services.
- Minimum of 3 years of client-facing work experience in a financial services environment.
- Demonstrated experience in managing client relationships and applying innovative techniques for process improvement.
- Proven ability to establish and maintain productive relationships with internal stakeholders.
- Experience in leveraging data and tech literacy to collaborate with internal teams.
- The ability to provide quantifiable reporting and present findings.
- Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
- Strategic thinking with the ability to adapt to change and demonstrated team-building skills.
- Developing ability to mentor team members to enhance their skills and foster a collaborative service environment.
- Developing proficiency in strategic planning to align client services with organizational goals and client needs.
- Proven ability to build and maintain strong client relationships to support long-term business success.
- Developing experience learning new operating models, technologies, and industry trends.




