Senior Client Service Account Associate

Location: Houston, TX, United States

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and client success. As a Senior Client Service Account Associate in our Houston office, you will play a pivotal role in our Client Advisory team, directly managing a portfolio of large corporate clients in the dynamic energy and financial sectors. This position offers the opportunity to leverage your expertise in financial services to deliver high-impact solutions, fostering enduring relationships and driving business growth in one of the nation's key economic hubs. Your day-to-day responsibilities will include serving as the trusted advisor for corporate clients, providing in-depth guidance on treasury services, liquidity management, and trade finance tailored to their unique needs. You will conduct thorough portfolio analyses, identify optimization opportunities, and collaborate with cross-functional teams to implement strategies that enhance client outcomes. In this role, you will ensure seamless execution of services while adhering to stringent regulatory standards, all while contributing to JP Morgan Chase's reputation for excellence in client-centric banking. We seek a seasoned professional passionate about the financial industry, with a strong background in account management and a drive to exceed client expectations. Joining JP Morgan Chase means becoming part of a collaborative culture that values diversity, professional growth, and impactful work. This position is ideal for those ready to advance their career in a supportive environment that rewards innovation and dedication.

Key Responsibilities

• Manage a portfolio of large corporate clients, serving as the primary point of contact for all service-related inquiries and needs
• Provide tailored advisory services on cash management, liquidity solutions, and payment processing to optimize client financial operations
• Conduct regular portfolio reviews and performance analyses to identify opportunities for enhanced services and revenue growth
• Collaborate with internal teams, including product specialists and risk managers, to deliver customized financial solutions
• Ensure compliance with regulatory requirements and JP Morgan Chase's internal policies in all client interactions
• Develop and maintain strong relationships with C-suite executives of corporate clients to foster long-term partnerships
• Monitor market trends and industry developments to proactively advise clients on emerging financial strategies
• Prepare detailed reports and presentations on client account status for senior management review
• Resolve escalated issues efficiently, escalating to appropriate channels when necessary to maintain client satisfaction
• Contribute to business development initiatives by identifying cross-sell opportunities within the client portfolio

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client service or account management within the financial services industry
• Proven track record of managing portfolios for large corporate clients in banking or investment services
• Strong understanding of financial products, including treasury services, cash management, and trade finance
• Excellent communication and relationship-building skills with senior-level stakeholders
• Ability to analyze complex financial data and provide strategic advisory support
• Proficiency in Microsoft Office Suite and financial software applications

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFA or CFP
• Experience working with multinational corporations in the energy or oil & gas sector
• Prior exposure to JP Morgan Chase's client platforms or similar enterprise banking systems
• Fluency in Spanish or additional languages relevant to Houston's diverse client base
• Demonstrated leadership in cross-functional teams within a global financial institution

Required Skills

• Financial analysis and modeling
• Client relationship management
• Knowledge of treasury and cash management solutions
• Regulatory compliance in banking
• Strategic advisory and consulting
• Data interpretation and reporting
• Cross-functional collaboration
• Problem-solving and issue resolution
• Excellent verbal and written communication
• Time management and prioritization
• Proficiency in CRM systems like Salesforce
• Understanding of risk assessment in financial services
• Negotiation and influencing skills
• Adaptability to fast-paced environments
• Attention to detail in financial documentation

Benefits

• Competitive base salary with performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements and hybrid options for work-life balance

JP Morgan Chase is an equal opportunity employer.