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 committed to helping businesses thrive through innovative banking solutions. As a Client Service Associate in our Commercial Bank division, you will play a pivotal role in owning the client experience for our corporate and institutional clients. Based in Charlotte, NC, this position involves working closely with clients to resolve issues related to their banking products and services, ensuring seamless operations and high satisfaction levels. You will be part of a dynamic team that supports the full spectrum of commercial banking offerings, from cash management and payments to lending and trade finance, all while upholding JP Morgan's standards of excellence and integrity. Your day-to-day responsibilities will include serving as the first point of contact for client inquiries, troubleshooting account-related problems, and coordinating with specialized teams to deliver comprehensive solutions. You will leverage JP Morgan's advanced technology platforms to track client interactions, analyze service needs, and provide proactive advice on optimizing their use of our services. This role demands a client-centric approach, where you will build lasting relationships by anticipating needs and delivering personalized support, contributing to the overall success of our Commercial Bank in a competitive financial landscape. We value professionals who are passionate about financial services and eager to grow within a world-class organization. In this position, you will have opportunities for career advancement, exposure to cutting-edge fintech innovations, and collaboration with industry experts. Join JP Morgan Chase in Charlotte to make a meaningful impact on our clients' businesses while advancing your own career in a supportive, inclusive environment.

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 credit facilities
• Monitor client feedback and escalate complex issues to senior associates or product specialists
• Maintain accurate records of client interactions in JP Morgan's CRM systems
• Educate clients on new features, updates, and best practices for utilizing JP Morgan's digital banking platforms
• Conduct periodic check-ins with clients to enhance satisfaction and identify opportunities for additional services
• Ensure compliance with JP Morgan's policies, regulatory requirements, and data security standards
• Analyze client needs to recommend tailored solutions from JP Morgan's suite of commercial banking offerings
• Participate in team meetings to share insights on client trends and service improvements
• Support onboarding processes for new Commercial Bank clients in the Charlotte region

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 communication skills, both verbal and written
• Ability to handle sensitive client information with confidentiality
• Willingness to work in Charlotte, NC, with potential for hybrid arrangements

Preferred Qualifications

• Experience in a large financial institution like JP Morgan Chase
• Knowledge of regulatory compliance in banking (e.g., KYC, AML)
• Certification in financial services (e.g., Series 6 or 7 license)
• Bilingual proficiency in English and Spanish
• Prior exposure to commercial lending or treasury management services

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Verbal and written communication
• Active listening and empathy
• Attention to detail
• Time management and prioritization
• Proficiency in Microsoft Office Suite
• Experience with banking software (e.g., core banking systems)
• Knowledge of financial regulations
• Analytical thinking
• Team collaboration
• Adaptability to changing client needs
• Data entry and record-keeping
• Customer service orientation
• Basic financial acumen

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, 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 opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• Hybrid work flexibility and wellness reimbursement programs
• Access to on-site fitness centers and employee assistance programs in Charlotte

JP Morgan Chase is an equal opportunity employer.