Senior Client Service Account Associate

🏢 JP Morgan
📍 Houston, United StatesFull-timeOn-site
📅 Posted: 2w ago🔄 Updated: 2w ago
CV%
✨ AI Summary
The Senior Client Service Account Associate will be responsible for servicing a portfolio of large corporate or financial institution clients within the Payments team. Key responsibilities include acting as a key advisor and central point of resolution for clients, identifying product/service gaps, recommending growth opportunities, and ensuring client compliance with risk policies. The role requires a minimum of 3 years of relevant industry and/or functional experience, understanding of core Treasury Services product sets, and strong communication, time management, and judgment skills.
Required Skills
Business, Sales & Management
Client Relationship Management
Soft Skills & Professional Competencies
Problem SolvingCommunicationTime ManagementPrioritizationCollaboration
Other
product knowledge
Healthcare & Life Sciences
Clinical Judgment
Engineering, Construction & Trades
Risk Assessment
Nice to have:
Other
virtual connectivity tools
🎁 Benefits & Perks
comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching
Requirements
Minimum 3 years of relevant industry and/or functional experience. Understanding of core Treasury Services product sets. Ability to present oral and written communication in an organized, clear and confident manner. Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments. Ability to partner with internal colleagues and external clients. Applies sound judgment during the decision making process; evaluates risk factors. Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise.
Description

Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. 

As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities. 

Job responsibilities:

  • Act as key advisor to the client, providing advice and consultation on decision making 
  • Act as client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues 
  • Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities 
  • Use product knowledge to recommend and participate in product enhancements and service delivery plans 
  • Convey complex ideas and client issues with confidence 
  • Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes 

 

Required qualifications, capabilities and skills: 

  • Minimum 3 years of relevant industry and/or functional experience 
  • Understanding of core Treasury Services product sets 
  • Ability to present oral and written communication in an organized, clear and confident manner 
  • Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments 
  • Ability to partner with internal colleagues and external clients 
  • Applies sound judgment during the decision making process; evaluates risk factors 
  • Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise 
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00