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Financial Services
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Financial Services
The Client Service Associate enhances client relationships through exceptional service, manages inquiries, processes transactions, and drives improvement initiatives within compliance standards.
Top Skills:
Banking Principles And Practices
Job Description
Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As a Client Service Delivery Associate within our Global Fund Services Team, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals. Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward. This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As a Client Service Delivery Associate within our Global Fund Services Team, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals. Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward. This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities:
- Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
- Protect both the client and the institution from potential financial and reputational damage.
- Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
- Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
- Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Required qualifications, capabilities, and skills:
- 3+ years of experience or equivalent expertise in a client service role within a financial institution.
- Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
- Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
- Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Preferred qualifications, capabilities, and skills:
- Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
- Drive continuous improvement initiatives for high-quality client experiences.
- Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
- Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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