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JPMorgan Client Service Senior Associate Commercial Bank 
Philippines, Quezon City 
740510673

25.06.2024

As a Client Service Relationship Manager, you will serve as the primary service point of contact for a designated portfolio of clients, providing a high touch experience for the firms most strategically important clients within Commercial Real Estate. The CRM is expected to be the client advocate and be ultimately responsible for, and own, the client experience globally through the handling of the service and account management needs of designated high profile clients who utilize complex domestic and international depository and treasury products.

Job Responsibilities:

  • As a Client Service Relationship Manager you will be expected to work independently with clients to understand their business needs and associated treasury service relationship.
  • You are expected to be client facing and have demonstrated ability to build strong relationships with the clients as well as with internal partners. The overall client experience is highly dependent on the appropriate coordination between Service, Know Your Customer (KYC) and Implementations.
  • Be coordinated with these two other departments to ensure we are delivering a best-in-class experience across all three client touch points.
  • Provide a high touch, high value experience to the client base, including responding to all inquiries within a two hour time frame and updating clients on the status of open items daily until resolution
  • Meet with every assigned client quarterly to build relationships, including meeting with contacts in the areas outside of treasury (accounts payable and accounts receivables as necessary)
  • Provide a high touch, high value experience to the client base, including responding to all inquiries within a two hour time frame and updating clients on the status of open items daily until resolution
  • Meet with every assigned client quarterly to build relationships, including meeting with contacts in the areas outside of treasury (accounts payable and accounts receivables as necessary)

CRM's are considered an integral part of the overall relationship team and are expected to openly and professionally communicate issues impacting the client to the assigned Client Executive (CE) and Treasury Management Officer (TMO) on a regular basis. One of the primary roles of this position will be to act as the global service lead for assigned clients who have regionally assigned service associates. You will be expected to understand all aspects of the client’s global relationship and to coordinate closely with the assigned regional service associates, TMO, CE and International Product Specialist on the large global relationships.

Required Qualifications, Skills and Capabilities:

  • Must have at least 10 years equivalent work experience s
  • Must have at least 7 years work experience in Customer Service and/or Client Service
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
  • Documented history of independent decision making and problem solving skills
  • Knowledge of financial exposure and operational risk related to transactions associated with bank products and services

Preferred Qualifications, Skills and Capabilities:

  • Experience in project management, KYC, operations, sales or management experience, preferably in the financial service industry.