CIB Client Service Account Manager- United States- 2026 ReEntry Program

Location: Plano, TX, United States

Job Family: Seasonal Employee

About the Role

Join JP Morgan Chase's Corporate & Investment Bank (CIB) through the 2026 Global ReEntry Program as a Client Service Account Manager in Plano, TX. This seasonal role is designed for professionals relaunching their careers after a break, offering a supportive pathway back into the dynamic world of financial services. As a key member of the client servicing team, you will manage high-value accounts for institutional clients, ensuring seamless operations in areas like trade execution, settlement, and reporting. Leveraging JP Morgan Chase's global infrastructure, you will contribute to delivering exceptional service that upholds our reputation as a leader in investment banking and capital markets. This position provides hands-on experience in a collaborative environment, with opportunities to rebuild skills and networks in one of the world's largest financial institutions. In this role, you will act as the trusted advisor for clients navigating complex financial transactions, from derivatives to fixed income products. Responsibilities include monitoring account health, resolving discrepancies, and coordinating with cross-functional teams to mitigate risks and ensure compliance with stringent regulations like Dodd-Frank and MiFID II. You will utilize advanced tools and data analytics to provide actionable insights, helping clients optimize their portfolios amid volatile market conditions. The Global ReEntry Program enhances this experience with tailored training, mentorship from senior leaders, and a focus on work-life integration, making it ideal for those returning from career pauses due to family commitments or personal pursuits. At JP Morgan Chase, we value diverse perspectives and are committed to fostering an inclusive culture where reentry professionals can thrive. This seasonal opportunity in Plano, TX, not only reignites your career but also positions you for potential long-term advancement within our CIB division. With access to cutting-edge technology and a global network, you will play a vital role in supporting clients' success while advancing your own professional journey in the financial services industry.

Key Responsibilities

• Manage a portfolio of client accounts within the CIB division, ensuring timely and accurate service delivery
• Serve as the primary point of contact for clients, addressing inquiries related to transactions, reporting, and account maintenance
• Collaborate with internal teams, including trading, operations, and compliance, to resolve client issues efficiently
• Monitor account activities for compliance with regulatory standards and internal policies
• Prepare and deliver customized client reports on portfolio performance and market insights
• Identify opportunities to enhance client relationships and drive additional business within JP Morgan Chase's offerings
• Support the Global ReEntry Program by participating in mentorship and professional development sessions
• Utilize CRM systems to track client interactions and maintain accurate records
• Contribute to process improvements in client servicing to enhance efficiency and client satisfaction
• Assist in onboarding new clients, ensuring seamless integration into JP Morgan Chase's systems

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or a related field
• Minimum of 2 years of prior professional experience in client services, account management, or financial operations
• Eligibility for the 2026 Global ReEntry Program, including a career break of at least 2 years for reasons such as caregiving, education, or personal development
• Strong understanding of financial services products, including investment banking and capital markets
• Proficiency in Microsoft Office Suite and financial software tools
• Ability to obtain necessary regulatory licenses (e.g., Series 7 or 63) within the first few months
• U.S. work authorization without sponsorship

Preferred Qualifications

• Experience in the Corporate & Investment Bank (CIB) division or similar high-volume client service environment
• Knowledge of regulatory compliance in the financial services industry, such as SEC or FINRA requirements
• Prior exposure to client relationship management in a global banking context
• Advanced degree (MBA) or certifications in finance (CFA, FRM)
• Bilingual skills, particularly in Spanish or Mandarin, for diverse client interactions

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge
• Problem-solving and issue resolution
• Communication (verbal and written)
• Attention to detail
• Time management in fast-paced environments
• Team collaboration
• Proficiency in CRM software (e.g., Salesforce)
• Data analysis using Excel and financial modeling tools
• Adaptability to reentry into professional workforce
• Risk assessment in investment banking
• Customer service orientation
• Project management basics
• Basic understanding of capital markets and trading

Benefits

• Competitive base salary and performance-based bonuses aligned with financial services standards
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Access to professional development programs, including tuition reimbursement and leadership training
• Employee assistance programs for wellness, financial planning, and career coaching
• Discounts on JP Morgan Chase financial products and services
• Flexible work arrangements, including hybrid options in Plano, TX

JP Morgan Chase is an equal opportunity employer.