Client Service Account Management

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Job Description - Client Service Account Management

Job Description

Join our team as a Client Service Player Coach, where you will be responsible for the overall success of Client Service Account Managers.

 

As a Client Service Player Coach, you will report to a Client Service Industry Segment or Team Lead. You will be responsible for the overall success of a small collaborative team of Client Service Account Managers who have direct responsibility for servicing a defined team scope of technology, corporate or financial institution clients. Your role as Client Service Player Coach will include responsibility for: Developing and Training new or associate level account managers, reviewing the team’s work to ensure Operational Controls and Compliance Adherence, and facilitating Client and Team Change Readiness.  The Player Coach is ultimately accountable for ensuring the overall successful workflow of the collaborative team including responsiveness, quality, aging and coverage.  The role may also include direct Human Resource functions (including performance management, career planning, development, training and performance issues). You will ensure the Client Service Account Managers are providing the highest level of servicing to customers, including problem resolution on very complex and non-routine client impacting issues. You will advise management on all service, escalation and administrative matters.

Job Responsibilities

  • Oversight for and direct support fora specific portfolio of clients. Align client needs to bank solutions.  Provides value-added bank, product, and industry insight to clients
  • In addition to Client Service Account Manager responsibilities, acts as the point of escalation and resolution for service issues.  Liaises with bank partners to manage complex issues, sensitive closings and structuring relationship alignment events
  • In partnership with direct manager, coaches team and monitors service delivery performance to ensure client satisfaction
  • Provide strategic direction, leading, motivating, encouraging and coaching for optimum performance. Builds a winning culture that aligns with business objectives
  • Identifies training opportunities to enrich personal and career development
  • Providing an inclusive, collaborative and productive environment for all Client Service Account Managers

Required Qualifications, Skills and Capabilities

  • Minimum of 5+ years of relevant industry and/or functional and/or management experience
  • In depth knowledge of Core and Complex Domestic and International Treasury products
  • Strong leader and people manager with ability to assess the big picture in complex situations
  • Creative thinker and problem solver, able to manage through conflict, with a strong ability to adapt to changing priorities
  • Ability to lead complex issues, engage appropriate business and external partners and influence at all levels
  • Excellent interpersonal skills coupled with an ability to use sound judgment to prioritize and act with sense of urgency when required
  • Ability to work under pressure, prioritize appropriately, meet tight deadlines and juggle multiple demands simultaneously

Internal Application Eligibility Requirements

  • TENURE

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

  • PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

Not under Performance Coaching (formerly known as PIP)

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the  Applying for Internal Positions Firmwide Standard .  You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines. 

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new > Jobs.  Attaching your updated resume is encouraged. 

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

About Us

JPMorgan Chase & Co., 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 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

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
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