JOB DESCRIPTION
Drive client satisfaction and manage portfolios as a Client Service Analyst—your gateway to treasury and relationship excellence.
As a Client Service Analyst in Client Onboarding and Service Team, you will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.
Job Responsibilities
* Partner with a Client Service Associate or Client Service Senior Associate to understand client issues
* Is responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
* Resolve issues by identifying underlying or hidden problems and patterns
* Build knowledge of commercial treasury management products and services
* Serve as a liaison between the Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department, and the firm
* Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
* Prioritize daily workload to maximize productivity utilizing time management and organizational skills
* Follow all established policies, procedures and practices
* Project a confident and professional presence to our clients, other bank departments and the community
* Desire to exceed client expectations
* Work independently with supervision and escape complex issues as necessary to resolve customer requests in a timely manner
Required Qualifications, Capabilities, and Skills
* Equivalent work experience
* Excellent communication skills both written and verbal
* Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
* Highly organized with ability to manage competing priorities
* Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
* Proficient PC skills including Word, Excel and PowerPoint
Preferred Qualifications, Capabilities, and Skills
* Experience in customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
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