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Senior Client Service Account Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

"Senior Client Service Account Associate in Irvine, CA: Manage large client portfolio. Key responsibilities include acting as clients' key advisor, central resolver, and risk/compliance educator. Utilize product knowledge to address gaps and propose enhancements. Must possess 3+ years of relevant experience, core Treasury Services product understanding, and strong communication skills. Balance priorities in fast-paced, flexible work environment. Virtual connectivity tools required for business needs."

Compensation
Not specified USD

Currency: $ (USD)

City
Irvine
Country
United States

Full Job Description

Location: Irvine, CA, 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. 

As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities. 

Job responsibilities:

  • 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 

 

Required qualifications, capabilities and skills: 

  • Minimum 3 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

 

Subject to Section 19 of the Federal Deposit Insurance Act and that any employment offer depends on JPMorgan Chases review of the candidates criminal conviction history, including pretrial diversions or program entries.

Manage a portfolio of large corporate & financial institution clients.

Senior Client Service Account Associate

Compensation

Not specified USD

City: Irvine

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

"Senior Client Service Account Associate in Irvine, CA: Manage large client portfolio. Key responsibilities include acting as clients' key advisor, central resolver, and risk/compliance educator. Utilize product knowledge to address gaps and propose enhancements. Must possess 3+ years of relevant experience, core Treasury Services product understanding, and strong communication skills. Balance priorities in fast-paced, flexible work environment. Virtual connectivity tools required for business needs."

Full Job Description

Location: Irvine, CA, 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. 

As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities. 

Job responsibilities:

  • 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 

 

Required qualifications, capabilities and skills: 

  • Minimum 3 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

 

Subject to Section 19 of the Federal Deposit Insurance Act and that any employment offer depends on JPMorgan Chases review of the candidates criminal conviction history, including pretrial diversions or program entries.

Manage a portfolio of large corporate & financial institution clients.