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JPMorgan Client Service Account Manager 
United States, Illinois, Chicago 
641318587

29.05.2025

As a Client Service Account Manager within the Trade and Working Capital Client Service Group, you will be responsible for managing and facilitating the unique and complex service needs of our Global Trades client base. You will use your communication and relationship management skills to ensure an exceptional level of client satisfaction. You will be the primary point of service contact for each client within your assigned portfolio, servicing Letter of Credit requests, researching and resolving customer inquiries, reviewing account documentation, and managing internal project initiatives. Over time, you will be expected to identify products and services that may benefit clients and improve overall relationship profitability.

Job responsibilities:

  • Manage dedicated client portfolio having frequent interactions with internal/external clients, working with various areas of the bank for client resolution, and monitoring Service Queues
  • Negotiate new or existing transactions with clients, external legal advisors, banking and credit teams supporting Letter of Credit Transactions
  • Provide timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
  • Resolve issues by identifying underlying or hidden problems and patterns
  • Build knowledge of Trade products and services focusing on Letters of Credit or Documentary Collections
  • Serve as a liaison between the Relationship team, Operations, Treasury Management, Sales and Implementations to provide the best service to the client, your department, and the firm
  • Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
  • Prioritize daily workload to maximize productivity utilizing time management and organizational skills
  • Follow all established policies, procedures and practices
  • Project a confident and professional presence to our clients, other bank departments and the community
  • Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Required qualifications, capabilities and skills:

  • 3+ years of experience in customer service, operations, sales or portfolio management experience
  • Strong focus on client satisfaction and the building of excellent relationships with our customers
  • Excellent communication skills with strong organizational and multi-tasking abilities
  • Comfortable working within tight deadlines
  • Proficient PC skills including Word, Excel and PowerPoint
  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
  • Highly organized with ability to manage competing priorities
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
  • Working knowledge of Trade products and services focusing on Letters of Credit or Documentary Collections

Preferred qualifications, capabilities and skills:

  • 3+ years of Global Trade experience with understanding of Trade products specifically on Standby and Import Letters of Credit
  • College degree
  • Experience primarily in banking or the financial service industry