Client Platform, Client Service Associate jobs in United States
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JPMorganChase · 9 hours ago

Client Platform, Client Service Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$86K/yr - $150K/yr

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The role involves assisting the North America Client Platform team in streamlining business processes, strengthening controls, and managing initiatives for the Client Account Management organization.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Excel skillsPowerPoint presentationStrategic mindsetStakeholder managementWritten communicationVerbal communicationOrganizational skillsRiskControl mindsetCompeting 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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase