Talent.com
Client Service Associate
Client Service AssociateJ.P. Morgan • Plano, US
Client Service Associate

Client Service Associate

J.P. Morgan • Plano, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

hackajob is collaborating with J.P. Morgan to connect them with exceptional tech professionals for this role.

JOB DESCRIPTION

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.
  • ABOUT US

    JPMorganChase, 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.

    [job_alerts.create_a_job]

    Client Service Associate • Plano, US

    [internal_linking.similar_jobs]
    Client Services Associate (for Monet Bank)

    Client Services Associate (for Monet Bank)

    Beal Bank USA • Plano, TX, US
    [job_card.full_time]
    Monet Bank is pioneering the future of banking and money movementfaster, cheaper, and crypto-native.At our core, we believe Monet Bank is the essential bridge to pioneering the future of banking an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Client Services

    Associate, Client Services

    Third Bridge • Dallas, TX, US
    [job_card.full_time]
    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 move.Since ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate (for Monet Bank)

    Client Services Associate (for Monet Bank)

    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_variable_days] • [promoted]
    FINRA Licensed Premier Service Associate

    FINRA Licensed Premier Service Associate

    VirtualVocations • Dallas, Texas, United States
    [job_card.full_time]
    A company is looking for a Premier Service Associate to support clients with their investment needs.Key Responsibilities Service new and existing client needs via inbound calls Engage customers ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate - Registered

    Client Service Associate - Registered

    Hilltop Holdings • Dallas, TX, US
    [job_card.full_time]
    Registered Client Service Associate.The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client se...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Officer

    Client Service Officer

    Texas Capital Bank • Richardson, TX, US
    [job_card.full_time]
    Operations Associate Client Service Officer.Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Loan Servicing

    Associate, Loan Servicing

    Bellwether • Dallas, TX, US
    [job_card.full_time]
    Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies thro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Consultant II

    Client Services Consultant II

    Illinois Staffing • Dallas, TX, US
    [job_card.full_time]
    Location - Hybrid - Aurora, St Louis, Dallas, Houston.The Opportunity The Client Services Consultant II is responsible for delivering exceptional client experience by serving as a key liaison betwe...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Associate, Client Processing II

    Associate, Client Processing II

    The Bank of New York Mellon • Dallas, TX, US
    [job_card.full_time]
    Associate, Client Processing II.At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Associate, Client Accounting Services - Small Business (Sage Intacct)

    Senior Associate, Client Accounting Services - Small Business (Sage Intacct)

    Baker Tilly US • Frisco, TX, United States
    [job_card.full_time]
    Senior Associate, Client Accounting Services Small Business.Frisco, TX | Dallas, TX | Irving, TX.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast?to...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Global Banking & Markets Operations - Dallas - Associate - Client Services

    Global Banking & Markets Operations - Dallas - Associate - Client Services

    Goldman Sachs • Dallas, TX, US
    [job_card.full_time]
    RIA Custody Client Services Representative.At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing in...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    Tolleson Wealth Management • Dallas, TX, US
    [job_card.full_time]
    As a Client Service Associate, you will have the opportunity to positively impact the lives of our clients by cultivating and enhancing new and existing client relationships.Through proactive and s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)

    Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)

    Principal Financial Group • Addison, TX, United States
    [job_card.full_time]
    Are you passionate about making a difference in people's lives? As an.Associate Client Relationship Consultant.This position offers the opportunity to build meaningful relationships, deliver except...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Associate, Client Accounting Services-Small Business

    Senior Associate, Client Accounting Services-Small Business

    Baker Tilly • Frisco, TX, US
    [job_card.full_time]
    Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    RPOA Advisors Inc • Plano, TX, US
    [job_card.full_time]
    Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.RPOA has 14 offices in Texas, Arizona, California, and Oklahoma.The firm's financial a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)

    Associate Client Relationship Consultant - Group Benefits (Dallas or Houston)

    Principle • Addison, TX, US
    [job_card.full_time]
    Associate Client Relationship Consultant.What You'll Do : Are you passionate about making a difference in people's lives? As an Associate Client Relationship Consultant, you'll play a key role in dr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    Savills North America • Dallas, TX, US
    [job_card.full_time]
    Savills is an organization full of extraordinary individuals.Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    M Financial Group • Dallas, TX, US
    [job_card.full_time]
    Client Support : Manage and respond to high volumes of phone and email requests from contract owners, agents, and third parties. building sustainable relationships.Product Expertise : Develop a worki...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]