Client Service Representative

Be at the forefront of managing client relationships and providing exceptional support for our treasury and cash management products. This role offers a unique opportunity to develop a diverse skill set in a supportive and collaborative environment.

As a Client Service Representative within our team, you will play a pivotal role in managing client relationships and resolving service inquiries. Your work will directly impact our team's success, and you will leverage your broad knowledge of client service protocols to perform a wide range of tasks. You will identify opportunities for process improvement, manage small-scale projects, and establish productive relationships with internal stakeholders.

Job responsibilities 

• Manage client relationships by addressing service inquiries and resolving issues related to our treasury and cash management products. 
• Apply knowledge of client service protocols to perform various tasks, ensuring adherence to established procedures. 
• Identify opportunities for process improvement, leveraging new technologies and methodologies. 
• Collaborate with internal stakeholders to drive mutually beneficial outcomes. 
• Participate in small-scale project management, ensuring clear understanding of project objectives. 

Required qualifications, capabilities, and skills 

• Baseline knowledge of client service protocols and procedures in a financial services context. 
• Ability to identify and implement process improvements, focusing on operational efficiency. 
• Proven ability to establish productive relationships with internal stakeholders. 
• Familiarity with project management principles and experience in managing project lifecycle aspects. 
• Awareness of anti-fraud strategies and tools to prevent financial and reputational damage. 

Preferred qualifications, capabilities, and skills 

• Experience in financial services or a related industry. 
• Strong communication and interpersonal skills. 
• Ability to work independently and as part of a team. 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.