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Chase · 1 day ago

Client Engagement Team Analyst

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

Entry Level

$64K/yr - $90K/yr

1+ years exp

JPMorgan Chase is one of the oldest financial institutions, providing innovative financial solutions to a wide range of clients. The Client Engagement Team Analyst will support high-impact activities to strengthen relationships with priority clients and senior leaders, focusing on client communications and strategic relationship management.

BankingFinancial Services

Responsibilities

Draft and edit client communications, including meeting invitations, follow-up and thank you notes, and strategic updates for priority clients and senior leaders

Identify and develop new communication opportunities to enhance client engagement and deliver tailored messaging

Coordinate with bankers to plan and execute strategic relationship reviews, ensuring alignment with business objectives and senior leadership priorities

Partner with the reporting team to distribute senior engagement reports, providing timely and accurate insights to business leaders

Track client meetings, document key outcomes, and manage follow-up actions to ensure continuity and progress in client relationships

Support the planning and logistics of market visits, including scheduling, briefing preparation, and post-visit follow-up

Maintain accurate records of client interactions and engagement activities in relevant systems and databases

Assist with ad hoc projects and initiatives to further the team’s mission of delivering exceptional client experiences

Qualification

Client engagementRelationship managementCommunication skillsMicrosoft Office SuiteProject managementProfessionalismCRM systemsOrganizational skillsCollaborationAttention to detail