jpmorgan-chase-%26-co. - Tempe, AZ, United States | 2024-09-27 02:02:19

Apply today for an opportunity to join an amazing team!

As a Senior Client Service Associate within Dealer Services, you will be responsible for various relationship management activities and operational controls for an assigned portfolio of clients. You will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products within the US.

Job Responsibilities:  

• Be accountable for satisfaction and retention of assigned portfolio through client ownership.
• Use comprehensive knowledge to handle all issues in a timely manner, identify underlying or hidden problems and patterns, and provide timely follow-up to the client and/or relationship team.
• Initiate on-site client visits to enhance the client`s experience and identify future opportunities with the firm in coordination with the assigned Treasury Management Officer.  Participation on client calls with the relationship team to further develop the ability to initiate independent calls 
• Become familiar with and take additional steps to fully understand the client`s business and industry trends
• Demonstrate solid knowledge of commercial treasury management products and services and assimilate new product knowledge by attending conferences, touring operations sites, and staying abreast of  product updates
• Proactively works to enhance clients relationships by probing for, and when appropriate, recommending and implementing service enhancements
• Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm

Required qualifications, capabilities, and skills: 

• Excellent verbal and written communication skills 
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
• Ability to work independently and as an effective team member
• Refined professional presentation skills and face-to-face client servicing background
• Highly organized with ability to manage competing priorities
• Minimum of five years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.

 

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