Search jobs > Irvine, CA > Client service analyst

CLIENT SERVICE ANALYST

JPMorgan Chase
Irvine, CA, United States
Full-time

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Analyst within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Analysts are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.

In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.

Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies Proactively discuss client trends / issues with internal partners to further customize solutions for clients Actively participate in deal team meetings as new products and services are added to clients Influence internal partners to recommend products and services based on knowledge of client behaviors Learn and understand existing and upcoming technologies to support client consultation and requests Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape Required qualifications, capabilities and skills Data Analytics & Change Management experience Ability to influence others without direct supervision Ability to provide quantifiable management reporting & present findings Project Management & Execution Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills Strategic thinking with the ability to adapt to change Demonstrated team building skills and ability to work in a team environment Preferred Qualifications, capabilities and skills Comprehensive knowledge of Treasury Services and / or Custom Card products Previous client facing experience and or Bachelor of Science or Business Administration Degree Passion for learning new operating models, technologies, and industry trends Google G suites / Microsoft Office adeptJoining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more Help the community through expansive volunteer opportunities Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.Please note this role is not eligible for employer immigration sponsorship.

30+ days ago
Related jobs
Promoted
VirtualVocations
Santa Ana, California

A company is looking for a Client Service Analyst III. ...

Promoted
VirtualVocations
Santa Ana, California

A company is looking for a Client Service Analyst III. ...

Promoted
VirtualVocations
Santa Ana, California

A company is looking for a Client Services Escalation Analyst. Key Responsibilities:Provide timely and accurate responses to escalationsAssist in developing FAQs and reducing escalationsResearch complex claim inquiries and communicate findingsRequired Qualifications:Minimum 1 year experience in cust...

Promoted
Equiliem
Orange, California

Seeking a highly motivated an experienced TEMP - Customer Service Representative (Non-Bilingual) - to join our team. The Customer Service Representative (CSR) will be the first line of contact for members and providers. Program Support Participates in a mission-driven culture of high-quality perform...

Promoted
Epson America Inc
Los Alamitos, California

Financial Analyst to join our Finance team. You will be responsible for managing relationships with business managers, budget and forecast preparation, financial and KPI reporting of assigned areas, internal controls assessment, and monthly analysis of marketing spend. Assists in the preparation and...

Promoted
Ekman Associates, Inc
Irvine, California

Senior Business Systems Analyst / Project Manager. ...

Promoted
Capital Group
Irvine, California

I can succeed as a Client Services Representative at Capital Group. As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial professionals , and internal colleagues. You'll relay complex, ever-changing information about mutual funds and ...

Promoted
Vaco
Irvine, California

Senior Financial Analyst Consultant (Contract/Consulting Engagement). Senior Financial Analyst Consultant. Develop complex financial models to support decision-making regarding financial planning, investments, and capital expenditures. This contract-based role is an exceptional opportunity for a sea...

Promoted
VirtualVocations
Santa Ana, California

A company is looking for a Client Services Senior Representative in the United States (Remote). Key Responsibilities:Responding to complicated client inquiries and providing detailed analysisAnalyzing escalations to identify drivers and root causesWeekly analysis of trending reports for managementRe...

Promoted
Pulmuone Foods USA Inc.
Buena Park, California

Collect and analyze supply chain data and continuously recommend on improvements on supply chain processes and procedures for key accounts. Responsible for planning, analyzing and developing SOPs to standardize SCM operating procedures and processes key accounts. ...