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Chase · 2 months ago

Client Onboarding & Service Business Manager - Senior Associate

10410 Highland Manor Dr, Tampa, FL, 33610, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Chase is seeking a Senior Associate for their Client Onboarding & Service group, which focuses on enhancing service and onboarding support for Commercial & Investment Banking clients. The role involves supporting strategic initiatives, developing executive presentations, ensuring data integrity, and driving operational improvements in a global environment.

BankingFinancial Services

Responsibilities

Create high-quality presentations that simplify complex ideas for leadership, articulating strategic direction and performance tracking

Support the creation of agendas and materials for executive events, including leadership offsites, townhalls, and client visits

Ensure data integrity and accuracy for executive and ad hoc reports, tracking and analyzing performance trends

Lead and participate in collaborative initiatives to improve business processes and foster innovation

Provide high responsiveness to executive ad-hoc requests, including presentation development and business analysis

Support management in strategic business communications, including video messages and organization announcements

Foster strong relationships with internal and external stakeholders to ensure effective communication and engagement

Manage and track critical action items to closure, providing proactive status updates

Support the creation of standard and recurring materials aligned with business strategy

Own and maintain key COS organizational documents, ensuring they are current and accurate

Establish and maintain governance models to oversee and manage key deliverables

Qualification

Financial services experienceData literacyPresentation developmentAnalytical skillsOrganizational skillsMulti-taskingInterpersonal skillsCommunication skillsAttention to detailProactive ownership