Client Service Account Manager - Client Onboarding & Service - Senior Associate

Location: Toronto, ON, Canada

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in Canada, offering innovative solutions in payments, treasury, and investment banking. As a Client Service Account Manager - Client Onboarding & Service - Senior Associate in our Toronto office, you will play a pivotal role in supporting corporate clients by guiding them through the adoption and optimization of our world-class payment products. This position within the Client Service category involves acting as a trusted advisor, resolving operational challenges, and driving client satisfaction while identifying opportunities to expand their use of JP Morgan's comprehensive financial services. You will work closely with high-profile corporate clients across industries, ensuring their seamless integration into our ecosystem and compliance with Canadian financial regulations. Your key responsibilities will include managing the end-to-end client onboarding process, from initial needs assessment to system implementation, while troubleshooting issues related to transaction processing and account management. You will leverage JP Morgan's advanced tools like JPM Connect and real-time payment gateways to enhance client efficiency, conducting in-depth reviews to pinpoint service gaps and proposing customized strategies for growth. Collaboration with internal stakeholders in risk, compliance, and product development teams will be essential to deliver exceptional service and mitigate any regulatory hurdles, all while maintaining a client-centric approach in a dynamic, fast-paced environment. This role offers the chance to contribute to JP Morgan Chase's commitment to innovation in financial services, particularly in the evolving landscape of digital payments and treasury management in Canada. Ideal candidates are passionate about client success, possess deep industry knowledge, and thrive in building long-term partnerships that drive mutual value. Join our team to advance your career in a supportive culture that values diversity, professional growth, and impactful contributions to global finance.

Key Responsibilities

• Serve as the primary point of contact for corporate clients, guiding them through the onboarding process for JP Morgan Chase's payment products including wires, ACH, and real-time payments
• Resolve complex client issues related to account setup, transaction processing, and service disruptions in a timely manner
• Conduct regular client meetings to assess service needs, identify gaps, and recommend tailored solutions from JP Morgan's suite of treasury and cash management services
• Collaborate with internal teams to ensure seamless integration of client systems with JP Morgan's platforms like JPM Access and Treasury Connect
• Monitor client portfolios for compliance with regulatory standards and proactively address any potential risks
• Develop and execute growth strategies by analyzing client data to propose enhancements or new product adoptions
• Prepare detailed reports on client service metrics, satisfaction levels, and revenue opportunities for senior management
• Train clients on best practices for using JP Morgan's digital tools and provide ongoing support to optimize their financial operations
• Participate in cross-selling initiatives to introduce clients to additional JP Morgan services such as trade finance or investment solutions

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client service, account management, or onboarding within the financial services industry
• Proven track record in managing corporate client relationships in payment products or treasury services
• Strong understanding of regulatory requirements for client onboarding in Canada, including KYC and AML compliance
• Experience with CRM systems and financial software used in banking operations
• Excellent communication skills with the ability to interact with senior-level executives
• Fluency in English; French language proficiency is advantageous for Canadian markets

Preferred Qualifications

• Advanced degree or certification such as CFA, FRM, or Certified Treasury Professional (CTP)
• Prior experience at a major financial institution like JP Morgan Chase or similar
• Knowledge of global payment systems such as SWIFT, SEPA, or Canadian ACH
• Demonstrated success in identifying upsell opportunities for financial products
• Experience in cross-functional collaboration with risk, compliance, and product teams

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Knowledge of payment processing systems
• Regulatory compliance (KYC, AML)
• Data analysis and reporting
• CRM software proficiency (e.g., Salesforce)
• Financial product knowledge (treasury, cash management)
• Strategic planning and growth identification
• Excellent verbal and written communication
• Cross-functional team collaboration
• Attention to detail in onboarding processes
• Adaptability to fast-paced financial environments
• Negotiation and influence skills
• Technical aptitude with banking platforms
• Customer service orientation

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to financial wellness resources
• Hybrid work model with flexibility for Toronto-based employees
• On-site fitness facilities and wellness programs at JP Morgan Chase offices

JP Morgan Chase is an equal opportunity employer.