Client Service Associate

Location: Charlotte, NC, United States

Job Family: Client Service

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to our clients. As a Client Service Associate in our Commercial Bank division, you will play a pivotal role in owning the end-to-end client experience for our business banking customers. Based in Charlotte, NC, this position involves working closely with commercial clients to resolve issues related to their banking products and services, ensuring seamless operations and high satisfaction levels. You will thrive in a dynamic environment where your ability to build trust and provide exceptional support directly impacts our clients' success in the financial landscape. Your day-to-day responsibilities will include serving as the first point of contact for client inquiries, troubleshooting account-related problems, and coordinating with cross-functional teams to deliver tailored solutions. Whether it's addressing payment processing delays, explaining treasury management tools, or guiding clients through our digital banking platforms, you will embody JP Morgan Chase's commitment to excellence. This role demands a keen understanding of commercial banking nuances, from cash flow management to credit facilities, allowing you to offer proactive advice that aligns with our clients' strategic goals. Compliance and accuracy are paramount, as you handle sensitive financial data in adherence to industry regulations. We value professionals who are passionate about client service and eager to grow within a world-class organization. Joining JP Morgan Chase means access to cutting-edge resources, mentorship from industry leaders, and opportunities to advance your career in financial services. If you are detail-oriented, resilient under pressure, and dedicated to fostering long-term client relationships, this position offers a rewarding path to contribute to one of the most influential banks in the world.

Key Responsibilities

• Serve as the primary point of contact for Commercial Bank clients, addressing inquiries and resolving issues related to banking products and services
• Collaborate with internal teams to ensure timely resolution of client concerns, including account management, payments, and lending inquiries
• Monitor client accounts for potential issues and proactively offer solutions to enhance their banking experience
• Provide guidance on JP Morgan Chase's commercial banking offerings, such as treasury services and credit solutions
• Maintain accurate records of client interactions in CRM systems and ensure compliance with banking regulations
• Escalate complex issues to senior associates or specialists while keeping clients informed
• Contribute to client satisfaction metrics and feedback processes to drive continuous improvement
• Assist in onboarding new commercial clients and educating them on platform features
• Identify opportunities to cross-sell additional JP Morgan Chase services based on client needs
• Stay updated on industry trends and regulatory changes to provide informed client support

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• At least 2 years of experience in client service, customer support, or banking operations
• Strong understanding of commercial banking products and services
• Proficiency in financial software and CRM systems
• Excellent verbal and written communication skills
• Ability to handle sensitive client information with discretion and compliance to regulatory standards
• Experience in a fast-paced financial services environment

Preferred Qualifications

• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of treasury management and cash management solutions
• Certification in financial services (e.g., CFP or Series 6)
• Bilingual proficiency in English and Spanish
• Demonstrated success in client relationship management

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Knowledge of commercial banking products
• CRM software proficiency (e.g., Salesforce)
• Regulatory compliance awareness (e.g., BSA, AML)
• Active listening and empathy
• Time management in high-volume environments
• Data analysis for account monitoring
• Verbal and written communication
• Attention to detail
• Adaptability to changing client needs
• Team collaboration
• Financial acumen
• Customer service orientation
• Technical troubleshooting for banking platforms

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for further education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Charlotte location
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.