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Client Service Analyst

Summary

Support global clients in Trade & Working Capital by resolving service issues, managing collections, and improving workflows with playbooks and automation.

Join JPMorganChase’s Trade & Working Capital Client Service group and make an impact by supporting a global client base with unique, complex service needs. You’ll develop strong client relationship and problem-solving skills while partnering across teams to deliver a high-quality client experience. Over time, you’ll broaden your product knowledge across Trade & Working Capital, with opportunities to gain exposure to core trade products. This is a great opportunity to grow your career in a collaborative, team-based model with meaningful day-to-day client ownership.

As a Client Service Analyst within the Trade & Working Capital Client Service group, you will provide day-to-day service and relationship management support to a portfolio of Supply Chain Finance buyer clients, partnering with internal stakeholders to resolve issues, manage exceptions, and deliver a high-quality client experience. You will take ownership of servicing workflows, prioritize work to meet deadlines and service levels, and escalate time-sensitive issues with good judgment. You will also help standardize repeatable servicing activities by building practical playbooks, templates, and checklists that reduce rework and improve consistency.

Job responsibilities

  • Manage a portfolio of Supply Chain Finance buyer clients, owning day-to-day servicing and issue resolution
  • Drive past-due management and collections activities, including outreach, follow-ups, tracking, and coordination with internal partners
  • Research, troubleshoot, and resolve buyer inquiries, including validation, exception handling, and clear client communication
  • Support invoice investigations and related client requests end-to-end, ensuring accurate processing and timely stakeholder updates
  • Standardize repeatable servicing activities by creating and maintaining playbooks, templates, checklists, and knowledge articles
  • Monitor service queues, prioritize work to meet deadlines and service levels, and escalate issues appropriately
  • Build strong working relationships with client stakeholders and maintain a high standard of client satisfaction
  • Maintain accurate documentation, trackers, and controls in line with established policies and procedures
  • Partner with Front Office teams, Operations, and Implementations to deliver coordinated outcomes for the client and the firm

Required qualifications, capabilities, and skills

  • At least 1 year of experience in client service, operations, portfolio support, or a similar client-facing service role
  • Demonstrated ability to build and manage client relationships with a strong focus on client satisfaction
  • Strong written and verbal communication skills, including professional client outreach and follow-up discipline
  • Strong organizational skills and ability to manage competing priorities in a deadline-driven environment
  • Ability to work independently with appropriate supervision and sound judgment on escalation
  • Demonstrated AI-first problem-solving mindset: identify repeatable service work and translate it into standard workflows, templates, and automation opportunities

Preferred qualifications, capabilities, and skills

  • Prior experience supporting Supply Chain Finance or trade product servicing (invoicing, collections, disputes, exceptions, and/or reconciliations)
  • Exposure to Trade & Working Capital products and interest in building knowledge toward core trade over time
  • Experience partnering across functions (Relationship, Operations, Sales, Implementations) to deliver client outcomes
  • Highly motivated, versatile learner with an aptitude for quickly assimilating new product and process knowledge

See also