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. Based in Charlotte, NC, this position involves working closely with business 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 collaboration with cross-functional teams is key to providing exceptional support in areas like account management, payments, and treasury services. Your day-to-day responsibilities will include serving as the first point of contact for client inquiries, troubleshooting complex problems, and leveraging JP Morgan's advanced digital tools to deliver efficient resolutions. You will document interactions meticulously to maintain compliance with industry regulations and internal standards, while also identifying opportunities to upsell or enhance client portfolios. This role demands a proactive approach to client engagement, where you will educate businesses on the latest offerings from JP Morgan Chase's Commercial Bank, fostering long-term relationships and contributing to the firm's reputation for reliability and innovation in financial services. Joining JP Morgan Chase means becoming part of a world-class team committed to excellence and inclusion. We offer robust professional development opportunities to help you advance your career in banking, along with competitive compensation and comprehensive benefits. If you are passionate about client service and eager to make an impact in the financial industry, this position in Charlotte provides the platform to grow while supporting the success of our Commercial Bank clients.

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 services
• Monitor client accounts for potential issues and proactively communicate solutions to enhance satisfaction
• Document all client interactions in JP Morgan Chase's CRM systems for accurate record-keeping and compliance
• Educate clients on new banking features, digital tools, and best practices to optimize their experience
• Escalate complex issues to senior associates or specialists while providing detailed summaries
• Contribute to client retention efforts by identifying opportunities for additional JP Morgan services
• Maintain up-to-date knowledge of banking regulations and JP Morgan policies to advise clients accurately
• Participate in team meetings to share insights on client feedback and process improvements
• Support ad-hoc projects aimed at enhancing the overall client service framework in the Commercial Bank

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 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., FDIC, OCC guidelines)
• Previous role in resolving complex client issues in commercial banking
• Bilingual skills, particularly Spanish, for diverse client interactions
• Certification in financial services (e.g., Series 6 or 7 license)

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Knowledge of commercial banking products
• CRM software proficiency (e.g., Salesforce)
• Financial analysis basics
• Regulatory compliance awareness
• Active listening and empathy
• Time management and prioritization
• Attention to detail
• Team collaboration
• Verbal and written communication
• Adaptability to changing client needs
• Data entry and record-keeping
• Customer service orientation
• Basic Microsoft Office Suite expertise

Benefits

• 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 holidays
• Professional development programs and tuition reimbursement for career growth
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Parental leave and family benefits for work-life balance
• Access to JP Morgan's global mobility opportunities and networking events

JP Morgan Chase is an equal opportunity employer.