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JPMorgan Client Services Account Manager - Analyst 
Brazil, São Paulo, São Paulo 
215320891

21.09.2024

The CSAM ensures clients' needs and expectations are formally discussed and analyzed to maintain quality standards, managing efficiently incoming telephone calls, emails as well as the administrative portion associated to account maintenances and the business as usual.

The CSAM will act as the client advocate and drive internal coordination by partnering with Sales, Product, Operations, Technology, Risk and Compliance to deliver service excellence. As the Client Service Account manager you will also support ongoing overall relationship health monitoring to forecast client “temperature” and facilitate regular discussion with Sales team.

Role Responsibilities

  • Direct responsible for Service Support for Multi-National clients
  • Clients central point of resolution and escalation for service issues; liaison with bank partners for issue management, with full ownership of the service relationship and client experience
  • Full ownership regarding problem solving and escalation, to ensure timely resolution
  • Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
  • Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
  • Partners with Sales to develop an annual Client-specific service strategy plan for clients within portfolio
  • Ability to analyze client behavior and trends to propose service efficiencies
  • Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal/regulatory/cyber changes
  • English speaker