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JPMorgan Client Service Associate 
United Kingdom, England 
996676192

27.07.2024

As a Client Service Associate within the Client Services team, you will be a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint.

Job responsibilities

  • Develops a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate
  • Interacts with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offering
  • Adheres to the department policies and procedures for client requests
  • Keeps building and continually revamping the client relationship
  • Shares knowledge and become a mentor to help your team succeed
  • Handles complex relationships and high profile portfolios, while providing service at the same level for ALL clients
  • Engages professionally in person, emails and on the phone to assist with every client need or issue
  • Works independently and in a team environment to maximize productivity in a most efficient manner
  • Investigates root causes of process inefficiencies and make proposals on opportunities for process improvement
  • Builds in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client
  • Takes ownership, acts with a sense of urgency and exceed expectations by over-communicating

Required qualifications, capabilities, and skills

  • Experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industry
  • A strong aptitude for strategic thinking and tactical execution
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Ability to use data to create metrics and reporting
  • Proficient in MS Office (Excel, PowerPoint, Word)