JPMorgan Client Service Associate 

Philippines, Quezon City 

944204505

Job Responsibilities:

• Conduct comprehensive training sessions for process updates, upskilling, and refresher courses to ensure operational teams remain knowledgeable and effective.
• Collaborate with client service managers to identify and resolve operational issues through targeted training solutions.
• Develop and refine processes to enhance efficiency and workflow.
• Update and maintain policies and procedures to ensure alignment with current practices and regulations.
• Provide ongoing support to operations by answering questions and offering expertise as needed, specifically in treasury products such as ACH, wire transfers, checks, positive pay, lockbox, vault services, and Deluxe.
• Perform administrative tasks related to training and process documentation.
• Support operations by handling cases when necessary to maintain service levels and quality standards.
• Analyze performance data and provide insights to improve overall operational efficiency and client service delivery.
• Manage, maintain, and update Policies and Procedures in response to process changes.

Required qualifications, capabilities and skills:

• Experience : Minimum of three years in client service, training, operations, or a related field, focusing on client interactions and process improvement.
• Technical Skills : Proficiency in Microsoft Word, Excel, and PowerPoint; familiarity with CB products and treasury products like ACH, wire transfers, and lockbox.
• Organizational Skills : Strong organizational and administrative abilities, including managing and updating policies and procedures.
• Training & Development : Ability to design and deliver effective training programs.
• Communication Skills : Excellent written and verbal communication skills.
• Problem-Solving : Strong analytical skills for addressing operational issues.
• Customer Focus : Commitment to exceptional service and client satisfaction.
• Attention to Detail : Ensuring accuracy and compliance with policies.
• Team Collaboration : Ability to work effectively with cross-functional teams.
• Adaptability : Thrive in a fast-paced, dynamic environment and quickly learn new technologies.
• Continuous Improvement : Proactively seek process improvements and innovation.

Preferred qualifications, capabilities and skills:

• Experience in training and development, with a focus on operational efficiency and client service delivery.
• Experience with performance data analysis and process documentation.