Client Service Analyst

Seize the opportunity to be a part of the JPMorgan Chase team as a Client Service Analyst in Commercial banking now!

As a Client Service Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.

Job Responsibilities:

• Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership. 
  • Resolve issues by identifying underlying problems and patterns. 
  • Develop expertise in commercial treasury management products and services. 
  • Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm. 
  • Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure. 
  • Prioritize daily tasks to maximize productivity using strong time management and organizational skills. 
  • Adhere to all established policies, procedures, and practices. 
  • Maintain a confident and professional presence with clients, other bank departments, and the community. 
  • Contribute to projects aimed at improving client service delivery through innovation. 
  • Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.

Required qualifications, capabilities, and skills:

• Minimum 3 years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with some client interaction. Strong fresh graduates may also be considered.
• Communication: Clear, professional written and verbal communication.
• Problem-solving & client focus: Strong analytical skills and commitment to great client service.
• Attention to detail: Accurate work and ability to follow policies and compliance requirements.
• Teamwork & adaptability: Comfortable working across teams in a fast-paced environment.
• Risk awareness: Ability to spot issues early and help reduce risk.
• Tech/PC skills: Quick to learn new tools; proficient in Word, Excel, and PowerPoint.
• Time management: Can prioritize tasks and meet deadlines.
• Professionalism: High integrity and respectful interactions.
• Continuous improvement: Looks for ways to improve processes and introduce better ways of working.

Preferred qualifications, capabilities, and skills:

• Project management: Experience planning/executing projects or supporting process improvement initiatives.
• Basic coding: Familiarity with Python, JavaScript, or similar; willing to learn more.
• Web development exposure: Any experience building websites or interest in web technologies.
• Data management basics: Understanding of systems used to store and organize data.
• Cloud fundamentals: Some exposure to cloud services/tools; motivated to grow skills.
• Project tracking tools: Familiarity with tools used to track work, changes, and progress (or willingness to learn).
• Project/design software: Experience with project management and/or design tools; adaptable to new tools.