Role Summary

As a Client Service Sr. Associate, you are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and solve issues for our Commercial banking clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities:

• Client Centric Activities:
  • Leads our medium to complex and largest clients autonomously by delivering solutions to clients while recognizing the need to firmly uphold JP Morgan Chase standards and operating principles
  • Develops long-term client relationships with credibility founded on a detailed understanding of operational data and processes
  • Proactively works to determine service improvements and solicit client input and feedback on service satisfaction
  • Conducts annual relationship reviews with clients within the portfolio to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk as well as any additional product/service efficiencies
    

• Deliver on Partner Relationships:
  • Independently review client trends/issues, proactively discuss with the Treasury Management Officer solutions tailored to clients' needs and provide high quality, high touch service
  • Creates a team culture of individual and team successes by promoting an inclusive environment
  • Actively participates in deal team meetings as new products and services are added to your client relationship
  • Influences partners to recommend products and services based on knowledge of client and daily operating behaviors
    

• Help Modernize Client Experience
  • Demonstrates the ability to work in an agile environment
  • Understands Existing & Upcoming Technologies to support client consultation & requests
  • Able to identify opportunities for use of digital tools to offer self-serve opportunities and solutions with a high degree of success
  • Solicits feedback on digital offerings in an effort to continuously adapt to the ever-changing landscape
  • Is proficient in digital offerings and is considered the first point of contact and trusted advisor

Required Qualifications, capabilities and skills:

• Executive Presence
• Data Analytics experience
• Ability to influence others without direct supervision
• Change Management
• Ability to create and present findings
• Project Management
• Execution
• Strategic Thinking
• Growth Mindset

Preferred qualifications, capabilities and skills:

• Bachelor's degree preferred & / or 6+ years of equivalent work experience
• Google G suites / Microsoft Office adept

**Final Officer title and Job Grade will be determined at time of offer and may differ from this posting**

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Irvine,CA $75,050.00 - $107,000.00 / year