Client Service Analyst

JOB DESCRIPTION

Join our team to shape the future of client service in Commercial Real Estate. Bring your expertise to deliver outstanding experiences and unlock your potential for career growth.

As a Client Service Analyst in the Commercial Real Estate team, you will provide exceptional client service through a dedicated phone line, addressing client concerns related to treasury products. You will ensure high-quality service, foster strong client relationships, and collaborate with various teams to deliver a superior client experience.

Job Responsibilities:

• Answer incoming calls from internal and external clients, focusing on high-quality, professional service and one-call resolution.
• Provide clear and concise responses to client inquiries via phone and email.
• Serve as a liaison between clients, Relationship Managers, Operations, Treasury, and Loan Servicing teams to ensure seamless service delivery.
• Build and maintain a high level of knowledge of commercial treasury products and services.
• Prioritize daily workload to maximize productivity utilizing time management and organizational skills.
• Analyze and interpret transactions, statements, and documents to provide accurate inquiry resolution.
• Identify and control risks to prevent fraudulent account behavior and potential fraud exposure.
• Ensure compliance with relevant banking regulations and data security standards.
• Identify process initiatives and services that may benefit clients and improve overall relationship profitability and participate in special projects and initiatives as assigned by the leadership team.
• Demonstrate exemplary teamwork skills by maintaining a professional, positive, and supportive attitude.
• Work independently with supervision and escalate complex issues as necessary to resolve client requests in a timely manner.

Required qualifications, capabilities, and skills:

• Excellent communication skills, both written and verbal, with a clear and positive telephone manner.
• Drive for client focus with a sense of urgency and service excellence.
• Strong problem-solving and troubleshooting skills.
• Ability to work in a fast-paced, constantly evolving environment and adapt to shifting schedules.
• Self-driven, eager to learn, and capable of working independently and as part of a team.
• Strong understanding of US banking and regulatory requirements around data security and data protection.

Preferred qualifications, capabilities, and skills:

• College degree preferred, or equivalent work experience

ABOUT US

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.

ABOUT THE TEAM

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.