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Client coordinator h1.location_city

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Client coordinator • orange ca

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Client Service Associate

ChaseIrvine, CA, United States
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Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas...[internal_linking.show_more]

Client Value Analyst

BakerHostetlerCosta Mesa, CA, United States
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Our Finance/Accounting department has an excellent remote opportunity for a Client Value Analyst.This is an exempt position that reports to the Manager of Client Value and Practice Economics.The Cl...[internal_linking.show_more]

Client Advisor - Construction

AcrisureCosta Mesa, CA, United States
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Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Remote Client Relations Coordinator

TradeJobsWorkforce92735 Santa Ana, CA, US
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[job_card.full_time]

As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ...[internal_linking.show_more]

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Client Care Coordinator - Cal AIM

Care PartnersIrvine, California, United States
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All your information will be kept confidential according to EEO guidelines.[internal_linking.show_more]

Client Service Associate

JPMorgan Chase Bank, N.A.Irvine, US
[job_card.full_time]

Be a trusted advisor to our Commercial Bank clients.Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cas...[internal_linking.show_more]

Client Banking Officer

Banc of CaliforniaSanta Ana, CA, United States
[job_card.full_time]

BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc.NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California.Banc of California is o...[internal_linking.show_more]

Client Care Coordinator & Scheduler – Pediatric Therapy Clinic

POP THERAPIES INCIrvine, CA, US
[job_card.full_time]

POP Therapies | Full Time | In Person | Monday–Friday 9:45 am-6:15pm.You didn’t get into operations just to shuffle calendars all day.Scheduler is the behind-the-scenes superhero keeping our clinic...[internal_linking.show_more]

Client Care Coordinator

Krista Care LLCSanta Ana, CA, US
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We at Krista Care believe in a client first approach.You must be compassionate to work with Krista Care.We are more than just a team as we treat each other as family.If you are looking for a compan...[internal_linking.show_more]

Client Account Manager

CourserIrvine, CA, United States
[job_card.full_time]

COURSER is a partnership platform that helps technology service companies identify and take the next step in growth.Our organization has a strong company culture built on our values of Teamwork, Se...[internal_linking.show_more]

Client Implementation Specialist

Black Swan SearchIrvine, CA, United States
[job_card.full_time]

The Client Implementation Specialist will be responsible for guiding the client through the implementation process and ensuring a successful delivery.The Client Implementation Specialist will devel...[internal_linking.show_more]

Client Acquisition Specialist

Legacy Harbor AdvisorsIrvine, CA, US
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Accelerate Your Career with Us!.Are you a driven individual looking for a flexible and rewarding sales career?.Join our team as a Remote Client Acquisition Specialist and leverage our exceptional c...[internal_linking.show_more]

Client Sales Specialist

Law Office of Kyle GurwellFountain Valley, CA, US
[job_card.full_time]

Hiring a Sales Champion! GENEROUS PAID TIME OFF - HEALTH RETIREMENT BENEFITS - PROFESSIONAL DEVELOPMENT.Do you love talking to people and helping them take the first step when they’re stressed, ove...[internal_linking.show_more]

Registered Client Associate/Client Associate

Royal Bank of Canada>Westminster, United States of America
[job_card.full_time]

Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client Associate/Registered Client Associate, bec...[internal_linking.show_more]

Housekeeping Coordinator. Housekeeping Coordinator

Travel + Leisure Co.Anaheim area, California, United States
[job_card.full_time]

Our dedicated associates help the company achieve its mission to put the world on vacation.Innovation and growth keep our work interesting and fun.Every day is a chance to learn something new and t...[internal_linking.show_more]

Patient Care Coordinator/Scheduling Coordinator

Lollipop Pediatric Dentistry & OrthodonticsGarden Grove, California, United States
[job_card.full_time]
[filters_job_card.quick_apply]

We are a growing, vibrant, and fun-loving pediatric and orthodontic dental organization dedicated to delivering exceptional care to our patients and families.Our teams thrive in a fast-paced, high-...[internal_linking.show_more]

Client Care Representative

3 Day BlindsIrvine, CA, United States
[job_card.full_time]

With over 40 years of success, 3 Day Blinds has become the leading national retailer and manufacturer of quality custom made blinds, shades, draperies and shutters.We help transform our client's ho...[internal_linking.show_more]

Client Success Manager

TradeJobsWorkForce92702 Santa Ana, CA, US
[job_card.full_time]

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retentio...[internal_linking.show_more]

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Client Advisor - Construction

ACRISURECOSTA MESA, CA
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Client Service Associate

Client Service Associate

ChaseIrvine, CA, United States
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  • [job_card.full_time]
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Client Service Associate

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Associates 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. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities

  • Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
  • Develop long term client relationships
  • Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
  • Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
  • Proactively discuss client trends/issues with internal partners to further customize solutions for clients
  • Actively participate in deal team meetings as new products and services are added to clients
  • Influence internal partners to recommend products and services based on knowledge of client behaviors
  • Learn and understand existing and upcoming technologies to support client consultation and requests
  • Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
  • Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

Required qualifications, capabilities and skills

  • Data Analytics & Change Management experience
  • Ability to influence others without direct supervision
  • Ability to provide quantifiable management reporting & present findings
  • Project Management & Execution
  • Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
  • Strategic thinking with the ability to adapt to change
  • Demonstrated team building skills and ability to work in a team environment
  • 3+ years of client facing work experience

Preferred Qualifications, capabilities and skills

  • Comprehensive knowledge of Treasury Services and/or Custom Card products
  • Bachelor of Science or Business Administration Degree
  • Passion for learning new operating models, technologies, and industry trends
  • Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.