Talent.com
Client Service Associate
Client Service AssociateChase • Plano, TX, US
Client Service Associate

Client Service Associate

Chase • Plano, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Service Associate

Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.

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.

Required Qualifications, Capabilities, and Skills

  • 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.
  • Preferred Qualifications, Capabilities, and 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.
  • [job_alerts.create_a_job]

    Client Service Associate • Plano, TX, US

    [internal_linking.similar_jobs]
    Associate, Client Services

    Associate, Client Services

    Third Bridge • Dallas, TX, US
    [job_card.full_time]
    January, March, May, June, July, September, October, November 2026.If you’re competitive, a confident communicator, both on the phone and in person, and. Third Bridge could be your next big mo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Associate, Client Services

    Principal Associate, Client Services

    Texas Staffing • Plano, TX, US
    [job_card.full_time]
    Principal Associate, Client Services.Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for yo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Associate

    Client Services Associate

    CornerStone Staffing • Dallas, TX, US
    [job_card.full_time]
    Bonus : Up to $10,000 (uncapped potential).Full-Time | W2 | Start Dates : January 2026.Launch your career at the intersection of global finance and strategic intelligence. As a Client Services Associa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    Monet Bank • Plano, TX, US
    [job_card.full_time]
    Monet Bank is pioneering the future of banking and money movement—faster, cheaper, and crypto-native.At our core, we believe Monet Bank is the essential bridge to pioneering the future of ban...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    International Search Consultants • Dallas, TX, US
    [job_card.full_time]
    ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm.The firm specializes in providing customized investment management and investme...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Associate, Client Services

    Principal Associate, Client Services

    Capital One • Plano, Texas, USA
    [job_card.full_time] +1
    Principal Associate Client Services.Are you looking for a challenging role that includes the convenience of working virtually at home Then a Capital One Commercial Ops role may be the role for you!...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Associate

    Client Relationship Associate

    R&R Human Resources Solutions • Plano, TX, US
    [job_card.full_time]
    Client Relationship Associate to assist in our mission of helping clients achieve their financial goals.This is your chance to play a key role in the future success of our fast-growing organization...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Representative

    Client Service Representative

    Heritage Capital Corporation • Dallas, TX, US
    [job_card.full_time]
    Start your career with one of the nation’s fastest-growing auction houses, that focuses on treasured collectibles from Sports, Entertainment to Luxury Handbags and Fine Art.Headquartered in D...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 75251 Dallas, TX, US
    [job_card.full_time]
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Support Associate

    Client Support Associate

    LegacyPath Recruiting • Dallas, TX, us
    [job_card.part_time]
    [filters_job_card.quick_apply]
    If you often feel that your work ethic isn’t reflected in your income or schedule—or that career demands are limiting your time with family—you’re not alone. Many who explore opportunities through L...[show_more]
    [last_updated.last_updated_variable_days]
    Servicing Associate

    Servicing Associate

    BurnsSearch • Plano, TX, United States
    [job_card.full_time]
    Working in a team of 8-10 servicing professionals engaged in most aspects of commercial loan servicing, the Associate, Loan Administration, shares responsibility for compliance with investor guidel...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Registered Wealth Management Client Associate

    Registered Wealth Management Client Associate

    Dallas Staffing • Dallas, TX, US
    [job_card.full_time]
    Registered Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Commercial Banking Associate

    Commercial Banking Associate

    Scale AI • Dallas, Texas, United States
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Dallas, TX, US
    [job_card.full_time]
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Support Associate

    Client Support Associate

    Jackson Hewitt - EKO • Mesquite, TX, US
    [job_card.full_time] +1
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Representative

    Client Service Representative

    Sago • Dallas, TX, US
    [job_card.full_time]
    SAGO is a global leader in market research and data solutions, committed to.The world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients'...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Coordinator - 100% Commission | Dallas, TX (SG-450439)

    Client Services Coordinator - 100% Commission | Dallas, TX (SG-450439)

    Strickland Group LLC • Dallas, TX, US
    [job_card.full_time] +1
    About The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to chang...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Coordinator

    Client Service Coordinator

    Monster jobs • Dallas, TX, US
    [job_card.full_time]
    Now Hiring : Senior Client Service Associate.On behalf of our client, a boutique, high-touch wealth management firm, we are searching for an experienced Senior Client Service Associate to support th...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]