Client Service Senior 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 Senior Associate in our Commercial & Investment Bank division, you will play a pivotal role in owning the end-to-end client experience. Based in our Chicago office, you will work directly with high-profile clients to resolve issues related to our suite of banking products, including lending, treasury services, capital markets, and investment advisory. This position demands a client-centric approach, where you will act as a trusted advisor, ensuring that every interaction reinforces JP Morgan's commitment to excellence and reliability in the financial services industry. Your day-to-day responsibilities will involve triaging and resolving complex inquiries, from transaction discrepancies to product customization needs, while leveraging JP Morgan's robust technology platforms and internal expertise. You will collaborate with diverse teams across the organization to provide holistic solutions, always prioritizing compliance with federal regulations like Dodd-Frank and SEC guidelines. By analyzing client feedback and service metrics, you will contribute to continuous improvement efforts that enhance our offerings and client retention rates. This role is ideal for a seasoned professional passionate about financial services and dedicated to fostering long-term client relationships in a dynamic, market-driven environment. Joining JP Morgan Chase means becoming part of a world-class team that values innovation, integrity, and inclusion. We offer unparalleled opportunities for career growth, supported by mentorship from senior leaders and access to cutting-edge resources. In Chicago, a hub for our Midwest operations, you will engage with a vibrant client base spanning industries like manufacturing, real estate, and technology. If you thrive in a high-stakes setting and are eager to make a tangible impact on client success, this position will allow you to advance your career while contributing to JP Morgan's legacy of powering the global economy.

Key Responsibilities

• Serve as the primary point of contact for Commercial & Investment Bank clients, ensuring a seamless and positive experience with JP Morgan Chase products and services
• Identify, investigate, and resolve client issues related to account management, transactions, and product inquiries promptly and effectively
• Collaborate with cross-functional teams including product specialists, compliance officers, and relationship managers to address complex client needs
• Monitor client feedback and escalate systemic issues to improve service delivery and product offerings
• Maintain accurate records of client interactions using JP Morgan's CRM systems and ensure compliance with regulatory standards
• Proactively communicate updates on banking services, market insights, and personalized solutions to enhance client satisfaction
• Conduct periodic reviews of client portfolios to identify opportunities for additional JP Morgan services
• Support training initiatives for junior associates on client service best practices
• Analyze client data to generate reports on service trends and recommend process improvements
• Ensure adherence to JP Morgan's risk management policies while delivering exceptional client support

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3-5 years of experience in client service, customer support, or relationship management within the financial services industry
• Proven track record of handling complex client inquiries and resolving issues in a fast-paced environment
• Strong understanding of commercial banking products, investment banking services, and regulatory requirements
• Excellent communication skills with the ability to interact professionally with high-net-worth clients and internal stakeholders
• Proficiency in Microsoft Office Suite and financial software applications
• Ability to work independently and as part of a team in a high-pressure setting

Preferred Qualifications

• Advanced degree or certification such as CFA, CFP, or Series 7 license
• Experience working with JP Morgan Chase or similar large financial institutions
• Knowledge of CRM systems like Salesforce or proprietary banking platforms
• Bilingual proficiency in English and Spanish or another language relevant to Chicago's diverse client base
• Prior exposure to risk management and compliance in investment banking

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Verbal and written communication
• Active listening
• Attention to detail
• Time management and prioritization
• Analytical thinking
• Regulatory compliance knowledge
• CRM software proficiency (e.g., Salesforce)
• Microsoft Excel and data analysis
• Financial product knowledge
• Team collaboration
• Adaptability to changing priorities
• Customer empathy
• Risk assessment

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers, wellness programs, and mental health support
• Flexible work arrangements including hybrid options in Chicago

JP Morgan Chase is an equal opportunity employer.