Client Platform, Client Service Associate jobs in United States
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Chase ยท 1 month ago

Client Platform, Client Service Associate

Chase is seeking a talented Associate to join the North America Client Platform team within Americas Client Service. In this role, you will assist on projects to streamline business processes, strengthen the controls environment, and manage business initiatives for the Client Account Management organization.

BankingFinancial Services

Responsibilities

Evaluate current Client Account Manager (CAM) processes and identify gaps and opportunities in collaboration with team and business
Work on projects, including developing and managing a project plan, synthesizing and interpreting data, producing presentation materials, syndicating plans and implementation
Manage reporting and control monitoring processes
Partner extensively with colleagues across AM, including client service, product, finance, operations, and technology teams

Qualification

ExcelPowerPointStrategic mindsetRiskControl mindsetWritten communicationVerbal communicationOrganizational skillsStakeholder managementCompeting prioritiesAttention to detail

Required

Strategic mindset to unpack complex problems, build solutions, and manage execution
Strong Excel skills for gathering, analyzing, and synthesizing data from multiple sources and ability to present conclusions concisely in PowerPoint
Exceptional written and verbal communication skills, with the ability to tailor messages to different audiences
Able to manage different stakeholder groups and drive the agenda
Able to balance competing priorities and meet deadlines
Exceptional organizational skills and attention to detail
Risk and control mindset

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

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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Company data provided by crunchbase