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Client Service Associate Ii

3 months ago


Mumbai, Maharashtra, India JPMorgan Chase Bank, N.A. Full time

Job responsibilities

  • Work as bridge between Client & frontoffice teams on one side and Operations & other internal teams on the other hand, thereby enhancing overall client experience.
  • Attend client meetings along with Sales & Implementation to understand client requirements and accordingly provide inputs in crafting solutions.
  • Handhold marquee clients/sensitive deals starting from preonboarding stage and going up to post golive monitoring.
  • Work with multiple Operation teams to ensure setup accuracy and also with Tech & others to ensure client pre golive readiness.
  • Support client pre golive testing through end to end transaction monitoring to ensure smooth transaction flow across systems.
  • Post deal golive, review key performance indicators to fix routine issues and ensure straight through processing.
  • Analyze weekly/monthly metrices to ensure client is trending green on key parameters.
  • Regular Management updates on daytoday work.

Required qualifications, capabilities, and skills

  • Atleast 8 years on experience in Banking industry, preferably Treasury line of business for Corporate clients.
  • Sound knowledge of international payments (Swift, Fedwire, CHAPS, IBAN, etc.), APAC domestic payments (ACH, GIRO, NEFT, CNAPS, etc.) Liquidity (sweep, intercompany loan, notional pool).
  • Familiar with Sanction screening, fraud review, billing, regulatory reporting, nostro funding, FX and ecommerce & thirdparty payment provided (TP3) client payment flows.
  • Flexible to provide support during odd hours and work in night shift, whenever required.
  • Sound knowledge of MS Office (word, excel, PowerPoint). Understanding of AI tools (e.g. Xceptor, Alteryx, Python, etc.) would be an advantage.
  • Academically, minimum bachelor's degree in commerce or related fields from a reputed university.
  • Good command over English language, as this role involves communicating with Client, Front Office teams, Operations and other internal stakeholders.

Preferred qualifications, capabilities, and skills

  • Good presentation skills as this role involves attending meetings with Client, Front Office teams and other internal stakeholders.
  • Analytical mindset as this role requires churning numbers and present meaningful outcome & trends to Mgmt & stakeholders.


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, sexual 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.