Client Service Associate - Client Onboarding and Service

Job Description

Are you ready to make a real impact at one of the world’s leading financial institutions? Join a collaborative team where your passion for client service and innovation is valued. Here, you will develop your skills, build meaningful relationships, and help drive business growth. We offer an environment that encourages continuous learning and empowers you to exceed client expectations. Take the next step in your career with us.

As a Client Service Associate in our Commercial and Investment Banking team, you play a vital role in ensuring client satisfaction and business success. You will be the primary point of contact for your client portfolio, building strong relationships and delivering solutions that matter. You will work closely with colleagues across the business, contribute to process improvements, and help us deliver best-in-class service. Your work will have a direct impact on our clients and our firm.

Job responsibilities:

• Build and maintain strong relationships with clients, serving as their primary point of contact
• Resolve client issues by identifying root causes and taking ownership from initiation to resolution
• Collaborate with internal teams to deliver optimal service and solutions
• Communicate clearly and professionally with clients and colleagues, both verbally and in writing
• Prioritize and manage daily workload to maximize productivity and meet deadlines
• Apply knowledge of banking products and services to address client needs and add value
• Identify and control risks, ensuring compliance with policies and procedures
• Proactively seek opportunities for process and service improvements
• Demonstrate a growth mindset by embracing continuous learning and feedback
• Uphold a high standard of professionalism and client advocacy in all interactions

 

Required qualifications, capabilities, and skills:

• Bachelor’s degree or equivalent experience in client service, operations, sales, portfolio management, or financial services
• Minimum of 3 years of experience in a client-facing or relationship management role
• Excellent verbal and written communication skills, with the ability to tailor messages to diverse audiences
• Strong organizational and time management skills, with the ability to multitask and work under pressure
• Demonstrated analytical and problem-solving abilities
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Ability to collaborate effectively with internal and external stakeholders
• High level of risk awareness and adherence to compliance standards. Proven ability to drive process improvements and contribute ideas for service enhancements.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

 

Preferred qualifications, capabilities, and skills:

• Experience in banking or financial services industry
• Knowledge of legal documentation, contracts, and complex account products
• Ability to use data to create metrics and reporting
• Strong presentation and negotiation skills
• Experience supporting international clients or working with global teams
• Familiarity with commercial treasury management products and services
• Demonstrated ability to influence outcomes and lead initiatives

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.