Client Service Assoicate

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 Banking division, you will play a pivotal role in owning the end-to-end client experience for our business clients in the Chicago market. Reporting to the Client Service Manager, you will work closely with a diverse portfolio of commercial clients, helping them navigate our comprehensive suite of banking products, from cash management and lending to trade finance and merchant services. Your focus will be on resolving issues swiftly and effectively, ensuring that clients receive the exceptional service that defines JP Morgan Chase's reputation in the financial services industry. In this dynamic role, you will handle a variety of client interactions, from routine inquiries to complex problem-solving, all while adhering to strict regulatory standards such as those set by the FDIC and OCC. You will leverage JP Morgan's advanced technology platforms to track client needs, document resolutions, and identify opportunities to enhance their banking experience. Collaboration is key; you will partner with relationship managers, product specialists, and operations teams to deliver holistic solutions that support our clients' growth and success. This position offers the chance to build lasting relationships with influential business leaders in the Midwest region, contributing directly to JP Morgan Chase's mission of powering the progress of the global economy. We value associates who thrive in a fast-paced environment and are passionate about client satisfaction. This role provides robust professional development opportunities, including access to JP Morgan's renowned training programs and career progression paths within Commercial Banking. If you are detail-oriented, resilient, and eager to make a tangible impact in financial services, join our team in Chicago and help shape the future of client service at one of the world's most admired banks.

Key Responsibilities

• Serve as the primary point of contact for Commercial Bank clients, ensuring a seamless and positive experience
• Resolve client inquiries and issues related to banking products, including deposits, loans, and payment services
• Collaborate with internal teams to escalate and address complex client needs efficiently
• Monitor client accounts for service opportunities and potential issues, proactively offering solutions
• Maintain accurate records of client interactions in JP Morgan's CRM systems
• Ensure compliance with all regulatory requirements, including KYC and AML policies
• Provide training and guidance to junior associates on client service best practices
• Analyze client feedback to contribute to service improvements within the Commercial Banking division
• Assist in onboarding new commercial clients, explaining JP Morgan's suite of financial solutions
• Participate in team meetings to discuss client trends and service enhancements

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 discretion and compliance to regulatory standards
• Experience in a fast-paced financial services environment

Preferred Qualifications

• Prior experience working with high-net-worth commercial clients at a major bank
• Knowledge of JP Morgan Chase's Commercial Banking offerings
• Certification in financial services, such as Series 6 or 7
• Bilingual proficiency in English and Spanish, given Chicago's diverse client base
• Experience with issue resolution in treasury management or lending services

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Knowledge of commercial banking regulations
• Proficiency in Microsoft Office Suite and financial software
• Active listening and empathy
• Time management and prioritization
• Attention to detail
• Analytical thinking for client data review
• Verbal and written communication
• Team collaboration
• Adaptability in a dynamic financial environment
• Basic understanding of treasury and cash management
• CRM system navigation (e.g., Salesforce)
• Compliance awareness (e.g., FDIC, OCC guidelines)
• Customer service orientation

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 relevant certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and hybrid options for eligible roles
• Access to JP Morgan's global employee assistance program

JP Morgan Chase is an equal opportunity employer.