Client Service Analyst

2 days ago


Caloocan, Philippines J.P. Morgan Full time

Seize the opportunity to be a part of the JPMorgan Chase team as a Client Service Analyst in Commercial banking now

As a Client Service Analyst within our Client Service Team, you will be reporting to a Senior Associate or Manager. Your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.
Job responsibilities:

  • Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership
  • Resolve issues by identifying underlying problems and patterns
  • Develop expertise in commercial treasury management products and services
  • Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm
  • Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure
  • Prioritize daily tasks to maximize productivity using strong time management and organizational skills
  • Adhere to all established policies, procedures, and practices
  • Maintain a confident and professional presence with clients, other bank departments, and the community
  • Contribute to projects aimed at improving client service delivery through innovation
  • Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly


Required qualifications, skills, and capabilities:

  • At least 3 years of experience in operations, portfolio management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions; diverse professional backgrounds are valued
  • Fresh graduates with exemplary educational records are welcome
  • Excellent communication skills, both written and verbal
  • Strong analytical skills to address client issues and deliver exceptional service and satisfaction
  • Ensure accuracy and compliance with policies
  • Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment
  • Identify and mitigate potential risks
  • Ability to quickly learn and adapt to new technologies; proficient in PC skills including Word, Excel, and PowerPoint. Candidates eager to enhance digital literacy and adopt new tools are encouraged
  • Prioritize tasks and meet deadlines efficiently
  • Maintain integrity in all interactions
  • Proactively seek process improvements and innovation


Preferred qualifications, skills, and capabilities:

  • Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes
  • Familiarity with computer languages like Python or JavaScript. We appreciate anyone who has some coding experience and is willing to learn more
  • Experience in building websites. We value those who are interested in web technologies and want to expand their skills.
  • Understanding of systems that organize and store information. Any experience with these systems is a plus.
  • Some knowledge of online tools that help manage and run applications. We encourage learning and growth in this area.
  • Familiarity with tools that help keep track of changes and progress in projects. We value those who are open to learning these systems.
  • Experience with programs that assist in managing projects and design work. We support those who have used any such tools and are open to adapting and growing.
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