Client Service Account Manager
Posted on: 1 Feb 2021
Jersey City, New Jersey
Job Description
Duties: Serve as clients point of escalation and resolution for service issues. Liaise with bank partners to manage issues. Analyze clients business model, objectives, operating environment, and industry. Act as proactive partner by reaching out to clients to assess progress, client satisfaction, and potential impediments. Design new processes to support client needs. Identify and address product/service gaps and develop opportunities by leveraging the full array of treasury services product capabilities. Resolve client inquiries and issues. Support, research, and follow up internally on client inquiries. Conduct client outreach by establishing client calls to review, open, pending, and new items. Participation in initiatives. Responsible for case capture and training.
QUALIFICATIONS:
Minimum education and experience required: This position requires a Bachelors degree in Business Administration, Finance, Economics, or related field of study plus four (4) years of pre- or post-Bachelors degree experience in the position offered or four (4) years of pre- or post-Bachelors degree experience as a Product Specialist, Product Control & Delivery, Financial Analyst, or related occupation.
Skills Required: This position requires four (4) years of experience with the following: core and intermediate treasury services product sets; financial exposure and operational risk related to transactions; bank products and services including US Dollar Clearing, Automated Clearing House (ACH), lockbox, cash concentration, and foreign exchange; producing value-added solutions for investigations and implementations of new products and services for clients and partners; using client product utilization as a solution to meet business objectives; partnering with internal colleagues and external clients; Microsoft Office Suite; utilizing virtual connectivity tools such as VDI, Blackberry, or Good mobile suite; and interpreting risk and authentication policies and procedures. This position requires three (3) years of experience with project management of a clients internal audit processes regarding authorized account and entity level signer, recertifications of a clients encryption keys associated both internal and external files, and the remediation of tax documents for clients associated with backup withholdings. Experience in skills may be gained pre- or post-Bachelors degree.
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
