Verified Job
Accounting - Finance
Client Service Analyst Team Leader
Accounting - Finance
#337031
Remote / WFH
Job Description
Roles & Responsibilities - include specific functions/ tasks/ performance objectives:
Understanding clients relationships with the bank.
Developing, maintaining, and broadening partnerships with Clients (internal and external).
Take ownership of inquiry resolution end to end and ensure all complaints are escalated appropriately, leveraging the client tier service differentiation.
Resolving external and internal inquiries pertaining to J.P. Morgan's Wholesale Payments core cash products and tracking and monitoring inquiries via an Inquiry Management tool.
Liaising with other functions to ensure Clients receive satisfactory resolution in a timely manner.
Delivering value added solutions to clients, identifying and promoting service improvement, efficiencies and opportunities.
Proactively coordinate with Service and other internal groups for additional support that may be needed to resolve client inquiries
Promoting best practice sharing with Dedicated Service, and participating in and supporting Client Experience improvement initiatives.
Recognizing non-standard service provisions as requested by clients and highlight as sales opportunities.
Investigate and inform senior management of potential processes that could reduce exposure. (i.e., formatting issues, inconsistent procedure interpretation among service centers, incorrect processes, etc.)
Identified candidate will be an individual contributor.
Essential Skills & Experience -
At least 3 years experience in client service, sales, operations, or institutional and corporate client business knowledge.
Communication skills -excellent oral and written business communication skills, as well as, ability to present information clearly and concisely.
Time management and organizational skills
Strong interpersonal skills, excellent problem solving abilities, attention to detail and resolution skills.
Proven interpersonal effectiveness, ability to build relationships and influence others to achieve the desired outcome.
Aptitude to work in a fast paced environment while balancing the needs of the clients with associated risks and interests of the Firm
Strong time management and organizational skills.
Capability to determine priorities and maintain a balanced work approach to achieve business objectives and goals.
Proficient with Microsoft office applications
Knowledge of J.P.Morgan's Wholesale Payment core cash product offering and client portals is a plus
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Understanding clients relationships with the bank.
Developing, maintaining, and broadening partnerships with Clients (internal and external).
Take ownership of inquiry resolution end to end and ensure all complaints are escalated appropriately, leveraging the client tier service differentiation.
Resolving external and internal inquiries pertaining to J.P. Morgan's Wholesale Payments core cash products and tracking and monitoring inquiries via an Inquiry Management tool.
Liaising with other functions to ensure Clients receive satisfactory resolution in a timely manner.
Delivering value added solutions to clients, identifying and promoting service improvement, efficiencies and opportunities.
Proactively coordinate with Service and other internal groups for additional support that may be needed to resolve client inquiries
Promoting best practice sharing with Dedicated Service, and participating in and supporting Client Experience improvement initiatives.
Recognizing non-standard service provisions as requested by clients and highlight as sales opportunities.
Investigate and inform senior management of potential processes that could reduce exposure. (i.e., formatting issues, inconsistent procedure interpretation among service centers, incorrect processes, etc.)
Identified candidate will be an individual contributor.
Essential Skills & Experience -
At least 3 years experience in client service, sales, operations, or institutional and corporate client business knowledge.
Communication skills -excellent oral and written business communication skills, as well as, ability to present information clearly and concisely.
Time management and organizational skills
Strong interpersonal skills, excellent problem solving abilities, attention to detail and resolution skills.
Proven interpersonal effectiveness, ability to build relationships and influence others to achieve the desired outcome.
Aptitude to work in a fast paced environment while balancing the needs of the clients with associated risks and interests of the Firm
Strong time management and organizational skills.
Capability to determine priorities and maintain a balanced work approach to achieve business objectives and goals.
Proficient with Microsoft office applications
Knowledge of J.P.Morgan's Wholesale Payment core cash product offering and client portals is a plus
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
