Friday , December 1 2023

JP Morgan Chase Jobs – Client Service Associate in Plano

Website J.P. Morgan

Job Summary

J.P. Morgan currently has a vacancy for those looking to work as a JP Morgan Chase Jobs – Client Service Associate in Plano for Full Time at their offices in Plano, TX, US. Applicants should be sure to read the job outline attentively if they intend to apply.

Job Title: JP Morgan Chase Jobs – Client Service Associate in Plano
Company Name: J.P. Morgan
Job Location: Plano, TX, US
Job Type: Full Time
Job Category: J.P. Morgan
Job Link Expiry: 2023-12-30
Posted on:

Job Details:

Job Description:

As a Client Service Associate, you are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint.

Job Responsibilities:

  • Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
  • Share your knowledge and become a mentor to help your team succeed
  • Adhere to the department policies and procedures for client requests
  • Concentrate on developing a risk appetite to prevent and protect the firm and our clients
  • Engage professionally in person, emails and on the phone to assist with every client need or issue
  • Become familiar with our industry with a thirst for learning new products
  • Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility
  • Handle complex relationships and high profile portfolios, while providing service at the same level for ALL clients
  • Integrate, learn, and start building your career with us on Day 1
  • Exhibit a positive, can-do attitude with inquisitive curiosity
  • Build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client
  • Keep building and continually revamping the client relationship
  • Work independently and in a team environment to maximize productivity in a most efficient manner
  • Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
  • Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offering
  • Take ownership, act with a sense of urgency and exceed expectations by over-communicating
  • Establish strong relationships with internal partners in Treasury sales and across various functions

Job Requirements:

  • A strong aptitude for strategic thinking and tactical execution
  • College degree preferred
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Proficient in MS Office (Excel, PowerPoint, Word)
  • Ability to use data to create metrics and reporting
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely

Qualification & Experience:

  • 3+ years of experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industry

Job Details:

Company: J.P. Morgan

Vacancy Type: Full Time

Job Location: Plano, TX, US

Application Deadline: N/A

Apply Here