Client Solution Specialist, Receivables

Location: Chicago, IL, United States

Job Family: Client Solutions

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and client success. The Client Solution Specialist, Receivables role within our Commercial Banking division in Chicago, IL, is pivotal in delivering tailored solutions that empower corporate clients to optimize their receivables processes. In this dynamic position, you will lead solutioning efforts, collaborating with Sales teams to craft client-centric product strategies that enhance liquidity, reduce operational risks, and drive efficiency in a fast-paced financial landscape. As part of our Client Solutions category, you will work in a collaborative environment that values expertise in treasury services and a deep understanding of the receivables ecosystem. Your primary focus will be on understanding client needs through comprehensive consultations and translating them into robust, integrated solutions using JP Morgan's advanced platforms for payments and cash management. You will partner with cross-functional teams to innovate receivables offerings, ensuring they align with industry standards and regulatory requirements such as those from the Federal Reserve and international payment protocols. This role demands a proactive approach to client advisory, where you will conduct solution demonstrations, facilitate implementations, and provide ongoing support to maximize value for clients in sectors like manufacturing, healthcare, and technology served from our Chicago hub. Success in this position requires a blend of technical acumen in financial products and exceptional interpersonal skills to build lasting client relationships. You will contribute to strategic initiatives that position JP Morgan Chase as the preferred partner for receivables management, while also mentoring junior team members and staying ahead of fintech disruptions. Join us to leverage your expertise in a rewarding career that combines intellectual challenge with the impact of serving world-class clients, all while benefiting from JP Morgan's renowned culture of professional growth and inclusion.

Key Responsibilities

• Lead the development and delivery of customized receivables solutions for corporate clients, ensuring alignment with their treasury and cash management needs
• Collaborate closely with Sales teams to identify client requirements and translate them into actionable product recommendations
• Conduct in-depth needs assessments and solution demonstrations to drive client adoption of JP Morgan's receivables platforms
• Partner with internal product and technology teams to innovate and enhance receivables offerings based on market trends
• Provide ongoing support and advisory services to clients, optimizing their receivables processes for efficiency and risk mitigation
• Analyze client portfolios to recommend integrated solutions involving payments, liquidity management, and trade finance
• Monitor industry regulations and competitive landscape to ensure JP Morgan's solutions remain compliant and competitive
• Facilitate training sessions for clients and internal stakeholders on receivables best practices
• Track and report on solution implementation success metrics to senior leadership
• Contribute to the strategic planning of client solutions within the Commercial Banking division

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in financial services, particularly in treasury management or receivables solutions
• Proven track record in client-facing roles within the banking sector
• Strong understanding of commercial banking products, including payments and receivables
• Excellent communication and presentation skills
• Ability to travel up to 25% for client meetings and industry events
• Series 7 or equivalent licensing preferred for financial advisory roles

Preferred Qualifications

• Advanced degree (MBA) in Finance or related discipline
• Experience with JP Morgan Chase's treasury services or similar platforms
• Knowledge of regulatory requirements in receivables and payments (e.g., NACHA, SWIFT)
• Prior leadership experience in cross-functional teams
• Fluency in additional languages relevant to Chicago's diverse client base

Required Skills

• Expertise in treasury management systems and receivables automation
• Proficiency in financial modeling and cash flow analysis
• Strong knowledge of banking regulations (e.g., Dodd-Frank, Basel III)
• Experience with ERP integrations (e.g., SAP, Oracle)
• Analytical skills for assessing client financial data
• Client relationship management and negotiation abilities
• Project management proficiency using tools like Agile or Jira
• Presentation skills for executive-level stakeholder engagement
• Technical aptitude with payment networks (e.g., ACH, wire transfers)
• Problem-solving in dynamic, high-pressure environments
• Team collaboration across sales, product, and compliance functions
• Data visualization tools (e.g., Tableau, Excel advanced functions)
• Risk assessment in financial services contexts
• Adaptability to evolving fintech trends
• Effective written and verbal communication

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company match up to 6%
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Chicago offices
• Flexible work arrangements, including hybrid remote options

JP Morgan Chase is an equal opportunity employer.