Cib - Client Service Associate I

3 weeks ago

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

As a Client Service Associate, you will report to a Client Service Senior Associate II or Client Service Manager. You will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.

Core functional responsibilities and expectations include, but are not limited to, the following:

- Daily activities will include, but are not limited, to managing requests received from Internals & clients across LOB's for Granting, maintaining & revoke access to various products & services offered by the bank to its clients.
- Serve as a liaison between the Relationship team, Operations, tech and Implementations to provide the best service to the client, your department, and the firm.
- Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem.
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills.
- Work independently without supervision and escalate complex issues as necessary to resolve customer requests in a timely manner.
- Follow all established policies, procedures and practices as prescribed in the SOP's.
- Identify and control risk to prevent access granting to not qualified profiles as per business definition.
- Project a confident and professional presence to our clients, other bank departments and the community.
- Desire to exceed client expectations and provided end to end resolution within promised SLA.
- Understand current processes and challenges to define a future state process and benefits with the goal of enhancing client experience, increasing automation, efficiency, and reducing risk
- Identify new technology or tools that can be leveraged by the team to enhance process, track metrics and improve controls

**Experience**:

- Excellent communication skills both written and verbal.
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge.
- Ability to operate in a fast-paced environment under high pressure with time critical deliveries; multi-tasking, prioritizing and able to adjust to changing priorities.
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.

**Required attributes and qualification**:

- College degree preferred, or equivalent work experience.
- Preferred minimum of eight to ten years of customer service, operations, project or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
- Must have Microsoft Office skills: Excel, Word and PowerPoint.

Willing to work flexible hours, supporting a global time zone.
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.

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