Client Service Associate

Location: Chicago, IL, 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 our Chicago, IL office, you will work directly with middle-market and large corporate clients to resolve issues related to their banking products and services, ensuring seamless operations and high satisfaction levels. This position is ideal for detail-oriented professionals passionate about financial services and client advocacy, where you will contribute to JP Morgan Chase's reputation for excellence in commercial banking. Your day-to-day responsibilities will involve serving as the frontline resolver for client inquiries, ranging from account discrepancies and transaction processing to more complex matters like treasury services and credit facilities. You will leverage JP Morgan Chase's advanced digital platforms and collaborate with cross-functional teams, including relationship managers and operations specialists, to deliver prompt and accurate solutions. By maintaining meticulous records in our proprietary systems and adhering to strict regulatory standards set by bodies like the FDIC and SEC, you will help safeguard client assets while fostering long-term relationships that drive business growth. We value innovation and inclusivity at JP Morgan Chase, and this role offers ample opportunities for professional growth within one of the world's most respected financial institutions. You will benefit from ongoing training on emerging banking technologies and client service best practices, positioning you for advancement in the dynamic financial services industry. Join us in Chicago to make a tangible impact on our clients' success and be part of a team committed to ethical, client-centered banking.

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 client satisfaction
• Provide guidance on JP Morgan Chase's commercial banking offerings, such as treasury management and credit solutions
• Document all client interactions in CRM systems to maintain accurate records and support compliance
• Assist in onboarding new clients by explaining services and facilitating smooth transitions
• Analyze client feedback to identify trends and recommend improvements to banking processes
• Ensure adherence to regulatory standards and internal policies in all client interactions
• Support sales teams by preparing client reports and handling service-related escalations

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
• U.S. work authorization and ability to work in Chicago, IL

Preferred Qualifications

• Experience in a commercial banking environment at a major financial institution
• Knowledge of regulatory compliance in the financial services industry
• Bilingual proficiency in English and Spanish
• Previous exposure to JP Morgan Chase systems or processes
• Certification in customer service or financial services (e.g., CFP or similar)

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
• Verbal and written communication
• Active listening and empathy
• Time management and prioritization
• Attention to detail
• Team collaboration
• Adaptability in fast-paced environments
• 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 parental leave
• Professional development programs and tuition reimbursement for further education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and hybrid options in Chicago
• Access to JP Morgan Chase's global employee assistance program

JP Morgan Chase is an equal opportunity employer.