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JPMorgan Client Service Analyst 
Philippines, Quezon City 
857710848

03.08.2024

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:

  • Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing 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 commercial treasury management products and services
  • 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
  • Desire to exceed client expectations
  • Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Required qualifications, skills, and capabilities:

  • Excellent communication skills both written and verbal
  • 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.

Preferred qualifications, skills, and capabilities:

  • College degree preferred, or equivalent work experience
  • Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
  • Proficient PC skills including Word, Excel and PowerPoint