LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
OR continue with e-mail and password
E-mail address
Password
Don't have an account?
Reset password
Join Canary Wharfian
OR continue with e-mail and password
E-mail address
Username
Password
Confirm Password
How did you hear about us?
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Senior Client Service Account Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 15 days ago

No clicks

Manage a portfolio of large corporate and financial institution clients to support their use of Payments and Treasury Services products. Serve as the client's central point of resolution and escalation for service issues, liaising with bank partners and recommending product or service enhancements. Identify gaps and development opportunities, advise clients on risk and compliance matters, and communicate complex issues clearly. The role requires partnering with internal teams and flexibility in working hours and virtual connectivity.

Compensation
Not specified

Currency: Not specified

City
Tampa
Country
United States

Full Job Description

Location: Tampa, FL, United States

Job Description

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 client’s 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, Outlook Mobile Suite, etc.) when business needs arise 
 
Senior Client Service Account Associate

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

15 days ago

clicks

Senior Client Service Account Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Tampa

Country: United States

Manage a portfolio of large corporate and financial institution clients to support their use of Payments and Treasury Services products. Serve as the client's central point of resolution and escalation for service issues, liaising with bank partners and recommending product or service enhancements. Identify gaps and development opportunities, advise clients on risk and compliance matters, and communicate complex issues clearly. The role requires partnering with internal teams and flexibility in working hours and virtual connectivity.

Full Job Description

Location: Tampa, FL, United States

Job Description

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 client’s 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, Outlook Mobile Suite, etc.) when business needs arise 
 
Senior Client Service Account Associate