Client Service Manager - Analyst jobs in United States
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Chase · 2 days ago

Client Service Manager - Analyst

J.P. Morgan is a global leader in financial services, and they are seeking a Client Service Manager – Analyst in Securities Services to support their team in ensuring client satisfaction with products and services. This role involves working on client impacting initiatives and supporting senior team members to drive client delivery.

BankingFinancial Services

Responsibilities

Support senior team members to help drive client delivery
Address client and internal inquiries and escalate accordingly
Update CRM tools and client profiles
Prepare templates and materials for client presentations
Support efforts on accurate billing and timely payments
Ensure compliance with company policies and procedures

Qualification

Financial services experienceClient servicingCommunication skillsProblem solvingTeam playerAttention to detailPresentation skillsCollaborationAdaptability

Required

Bachelor's degree
At least two years of experience working at a financial services organization focused on servicing institutional clients
Team player and desire to work in a collaborative environment
Ability to work in a fast-paced environment with strong work ethic
Strong attention to details, communication skills, and presentation skills
Comfort communicating to senior members of the team
Effective problem solving and effective escalation skills

Preferred

Works well in evolving environment
Drive for continuous improvement

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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Company data provided by crunchbase