Client Service Account Manager jobs in United States
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Chase · 3 days ago

Client Service Account Manager

Chase is one of the oldest financial institutions, and they are seeking a Client Service Account Manager to manage a portfolio of large corporate or financial institution clients. The role involves building strong relationships, providing tailored solutions, and ensuring client satisfaction while managing complex treasury and cash management products.

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 by leveraging the full array of Treasury Services product capabilities
Use product knowledge to recommend and participate in product enhancements and service delivery plans
Convey multifaceted 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 knowledgeComplex problem-solvingOralClient relationship managementWritten communicationTime managementFlexibility with hoursSound judgmentCollaboration skills

Required

Minimum 3 years of relevant industry and/or functional experience
Understanding of core Treasury Services product sets
Utilize complex problem-solving skills while navigating all areas of our organization
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 when business needs arise

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

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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