Client Service Analyst
JPMorgan Chase & Co.
Office
Plano, TX, United States
Full Time
Join us in shaping the future of global trade and working capital solutions! As a Client Service Analyst, you will be at the forefront of managing and facilitating the unique and complex service needs of our Global Trades client base. This role offers an exciting opportunity to leverage your communication and relationship management skills to ensure exceptional client satisfaction. You will be part of a dynamic team with key locations across the US, Latin America, Europe, the Middle East, and Asia, working collaboratively to deliver outstanding service.
Job Summary
As a Client Service Analyst in the Trade & Working Capital Client Service Group, you will use your communication and relationship management skills to ensure an exceptional level of client satisfaction. You will be responsible for various customer service and relationship management activities related to Global Trade Products, primarily focused on Supply Chain Finance, Trade Loans, and Letters of Credit. You will serve as the primary point of service contact for each client within your assigned portfolio, helping us build strong relationships and improve overall relationship profitability.
Job Responsibilities
- Manage dedicated client portfolio, interacting frequently with internal and external clients
- Negotiate new or existing transactions with clients, external legal advisors, banking, and credit teams
- Provide timely follow-up to clients, ensuring accountability for client satisfaction
- Resolve issues by identifying underlying or hidden problems and patterns
- Build industry knowledge of Trade & Working Capital, focusing on products and relationship management
- Serve as a liaison between the Relationship team, Operations, Treasury Management, Sales, and Implementations
- Prioritize daily workload to maximize productivity using time management and organizational skills
- Follow all established policies, procedures, and practices
- Project a confident and professional presence to clients, other bank departments, and the community
- Work independently and escalate complex issues as necessary to resolve customer requests
Required Qualifications, Capabilities, and Skills
- 3 years of experience in customer service, operations, sales, or portfolio management
- Strong focus on client satisfaction and relationship building
- Strong communication skills with organizational and multi-tasking abilities
- Comfortable working within tight deadlines
- Proficient PC skills including Word, Excel, and PowerPoint
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
- Highly organized with the ability to manage competing priorities
- Demonstrated professional presence with the ability to adapt to evolving needs and situations
Preferred Qualifications, Capabilities, and Skills
- 3 years of Global Trade experience with understanding of Trade products, specifically Standby and Import Letters of Credit
- College degree
- Experience primarily in banking or the financial service industry
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Client Service Analyst
Office
Plano, TX, United States
Full Time
August 18, 2025