Client Service Analyst (Night)
Summary
Act as the primary client contact for a commercial banking portfolio, resolving service issues, managing treasury products, and mitigating risks while collaborating with internal teams.
Seize the opportunity to be a part of the JPMorgan Chase team as a Client Service Analyst in Commercial banking now!
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:
- Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership.
- Resolve issues by identifying underlying problems and patterns.
- Develop expertise in commercial treasury management products and services.
- Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm.
- Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure.
- Prioritize daily tasks to maximize productivity using strong time management and organizational skills.
- Adhere to all established policies, procedures, and practices.
- Maintain a confident and professional presence with clients, other bank departments, and the community.
- Contribute to projects aimed at improving client service delivery through innovation.
- Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.
Required qualifications, capabilities, and skills:
- Minimum 3 years in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with some client interaction. Strong fresh graduates may also be considered.
- Communication: Clear, professional written and verbal communication.
- Problem-solving & client focus: Strong analytical skills and commitment to great client service.
- Attention to detail: Accurate work and ability to follow policies and compliance requirements.
- Teamwork & adaptability: Comfortable working across teams in a fast-paced environment.
- Risk awareness: Ability to spot issues early and help reduce risk.
- Tech/PC skills: Quick to learn new tools; proficient in Word, Excel, and PowerPoint.
- Time management: Can prioritize tasks and meet deadlines.
- Professionalism: High integrity and respectful interactions.
- Continuous improvement: Looks for ways to improve processes and introduce better ways of working.
Preferred qualifications, capabilities, and skills:
- Project management: Experience planning/executing projects or supporting process improvement initiatives.
- Basic coding: Familiarity with Python, JavaScript, or similar; willing to learn more.
- Web development exposure: Any experience building websites or interest in web technologies.
- Data management basics: Understanding of systems used to store and organize data.
- Cloud fundamentals: Some exposure to cloud services/tools; motivated to grow skills.
- Project tracking tools: Familiarity with tools used to track work, changes, and progress (or willingness to learn).
- Project/design software: Experience with project management and/or design tools; adaptable to new tools.