Client Service Senior Associate

Location: Tempe, AZ, 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 state-of-the-art facility in Tempe, AZ, you will work directly with sophisticated clients, including corporations and institutions, to resolve issues related to our comprehensive suite of banking products and services, such as treasury management, capital markets, and advisory services. Your expertise will ensure that clients receive timely, accurate, and personalized support, fostering long-term relationships and driving business growth in a dynamic financial landscape. In this senior associate role, you will handle a diverse portfolio of client interactions, from routine inquiries to complex problem-solving scenarios. You will leverage your deep understanding of JP Morgan Chase's offerings to diagnose issues, coordinate with cross-functional teams, and implement solutions that align with our commitment to excellence and compliance. Expect to engage in proactive outreach, educating clients on emerging trends like sustainable finance and digital transformation, while maintaining meticulous records to support our rigorous risk management framework. This position demands a blend of analytical prowess and interpersonal finesse, as you navigate high-stakes environments to uphold our reputation as a trusted partner in the financial services industry. Joining JP Morgan Chase means becoming part of a collaborative culture that values innovation, diversity, and professional development. In Tempe, AZ, you will contribute to a vibrant team dedicated to empowering clients' success, while benefiting from robust training programs and career advancement opportunities. If you are passionate about client service and thrive in a fast-paced banking setting, this role offers the chance to make a meaningful impact on global finance. We seek individuals who embody our core values of integrity, accountability, and excellence to help shape the future of our Commercial & Investment Bank.

Key Responsibilities

• Serve as the primary point of contact for Commercial & Investment Bank clients, ensuring a seamless and positive experience
• Identify, investigate, and resolve client inquiries and issues related to banking products, transactions, and services
• Collaborate with internal teams, including product specialists and compliance officers, to address complex client needs
• Monitor client accounts for potential risks or opportunities, providing proactive advice on JP Morgan Chase offerings
• Document all client interactions in CRM systems to maintain accurate records and support audit processes
• Escalate high-priority issues to senior management and follow up to ensure timely resolution
• Contribute to process improvements by analyzing client feedback and recommending enhancements to service delivery
• Educate clients on digital banking tools, investment options, and regulatory updates to enhance their financial journey
• Maintain compliance with JP Morgan Chase policies and industry regulations in all client interactions
• Participate in team meetings and training sessions to stay updated on product innovations and client service best practices

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in client service, preferably in financial services or banking
• Proven track record of resolving complex client issues in a fast-paced environment
• Strong understanding of commercial and investment banking products and services
• Excellent communication skills, both verbal and written, with the ability to interact with high-net-worth clients
• Proficiency in Microsoft Office Suite and banking software applications
• Ability to work independently and as part of a team in a high-volume setting

Preferred Qualifications

• Experience in the Commercial & Investment Bank division at a major financial institution
• Knowledge of regulatory requirements such as SEC, FINRA, or OCC guidelines
• Certification in financial services, such as CFA or Series 7 license
• Previous role involving client relationship management in investment banking
• Bilingual proficiency in English and Spanish to serve diverse client bases

Required Skills

• Client relationship management
• Problem-solving and issue resolution
• Knowledge of financial products (e.g., loans, derivatives, equities)
• Regulatory compliance awareness
• CRM software proficiency (e.g., Salesforce)
• Data analysis and reporting
• Verbal and written communication
• Active listening and empathy
• Time management and prioritization
• Attention to detail
• Adaptability to changing client needs
• Team collaboration
• Basic financial modeling
• Risk assessment
• Digital tool proficiency (e.g., online banking platforms)

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 6% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan offering discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Flexible work arrangements, including hybrid options for eligible roles
• Performance-based bonuses and annual incentive compensation

JP Morgan Chase is an equal opportunity employer.