Senior Client Service Account Associate jobs in United States
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Chase · 2 months ago

Senior Client Service Account Associate

position4915 Independence Pkwy, Tampa, FL, 33634, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Chase is a leading financial services firm, and they are seeking a Senior Client Service Account Associate to manage a large portfolio of clients. In this role, you will act as a key advisor and central point of resolution for corporate and financial institution clients, ensuring they effectively utilize Payments Products and Services while identifying growth opportunities.

BankingFinancial Services

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

Qualification

Treasury Services knowledgeClient managementOralWritten communicationTime managementRisk evaluationDecision makingFlexibilityCollaboration

Required

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

Company

Chase

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Glassdoor3.9
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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Recent News

Financial IT
Chase to Become New Issuer of Apple Card
2026-01-09
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Goldman Sachs Announces Agreement To Transition Apple Card Program To Chase
2026-01-08
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Apple And Chase Announced That Chase Will Become The New Issuer Of Apple Card
2026-01-08
Company data provided by crunchbase