Trade & Working Capital Client Services Specialist

Are you a quick learner and have excellent organization skills? Then you found the right team! 

As a Client Service Support Specialist within the Client Service team, you will be responsible for various administrative functions and internal relationship management activities, as well as controls. In this role, you will serve as the primary support for client service account management team in Trade & Working Capital, directing and managing client communications and learning Trade products to serve our vast client base. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability.

Job Responsibilities

• Partners with a Client Service Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
• Resolves issues by identifying underlying or hidden problems and patterns
• Builds knowledge of Trade & Working Capital products and services
• Serves as a liaison between the CSAM team, Operations, Product, Implementations to provide the best performance of the team, your department, and the firm
• Identifies and controls risk to prevent fraudulent behavior and potential fraud exposure
• Prioritizes daily workload to maximize productivity utilizing time management and organizational skills
• Follows all established policies, procedures and practices
• Acts confident and professional presence to our clients, other bank departments and the community
• Desires to exceed client expectations
• Works independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Required qualifications, capabilities, and skills

• Excellent communication skills both written and verbal
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
• Highly organized with ability to manage competing priorities
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
• Comfortable working within tight deadlines
• Proficient PC skills including Word, Excel and PowerPoint
• Capable of delivering exceptional performance under pressure
• Strong focus on client satisfaction and the building of excellent relationships
• Excellent planning and organization skills
• Ability to operate in a collaborative environment and must possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Ability to effectively use and manage multiple system

Preferred qualifications, capabilities, and skills

• Experience primarily in banking or the financial service industry
• Language ability 

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
   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.