Chase ยท 3 weeks ago
Client Service Associate I
8181 Communications Pkwy Bldg B, Plano, TX, 75024, US
Full-time
Onsite
Entry, Mid Level
2+ years expChase is a global financial services firm, and they are seeking a Client Service Associate to manage relationships with clients in their Commercial Bank. This role involves resolving client requests, enhancing operational efficiency, and collaborating with internal stakeholders to ensure client satisfaction and retention.
BankingFinancial Services
Responsibilities
Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention
Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services
Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances
Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage
Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met
Qualification
Required
Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience
Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes
Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology
Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities
Preferred
Mentor team members to enhance their skills and foster a collaborative service environment
Engage in strategic planning to align client services with organizational goals and client needs
Collaborate with cross-functional teams to ensure seamless client service operations
Build and maintain strong client relationships to support long-term business success
Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
Bachelor's degree and/or equivalent work experience
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-13
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2026-01-09
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