Client Service Associate

Join a team where your passion for client service drives real impact for global clients. Grow your career in a collaborative, fast-paced environment that values your expertise and commitment. Develop your skills while working with industry leaders and benefit from opportunities for advancement. Be part of a group that values innovation, learning, and professional growth.

As a Client Service Associate within the Trade and Working Capital Client Service Group, you will be the primary point of contact for both onboarding new clients and servicing maintenance requests from existing clients, ensuring seamless onboarding and ongoing support for global trade transactions. You will work closely with clients, internal teams, and external partners to deliver solutions and resolve complex issues. Your role is essential in maintaining high client satisfaction and supporting the firm’s reputation for excellence. You will be empowered to manage your workload, contribute to team success, and build strong relationships across the organization.

You will support a diverse portfolio of clients, handling onboarding activities, trade service requests, documentation, and project initiatives. The role offers exposure to global markets and the opportunity to collaborate with teams across the US, Latin America, Europe, the Middle East, and Asia. You will also participate in joint client calls and provide guidance to team members, enhancing your leadership and advisory skills.

 

Job responsibilities

• Serve as the primary point of contact for client onboarding, transactions, and ongoing service requests

• Act as a trade advisor for complex Letter of Credit transactions

• Manage transaction service queues and resolve client inquiries

• Provide timely follow-up and ensure client satisfaction

• Guide and train team members on trade products and services

• Liaise between Relationship, Operations, Treasury Management, Sales, and Implementations teams

• Prioritize daily workload to maximize productivity

• Create and maintain policies, procedures, and practices

• Project a confident and professional presence to clients and colleagues

• Support team roles and responsibilities during peak volume periods

• Research and resolve customer inquiries, prepare documentation, and manage internal projects

Required qualifications, capabilities, and skills

• Three years of experience in Trade Finance or Letters of Credit

• Experience as an advisor in Implementations, Service, or Operations supporting Trade products

• College degree or equivalent work experience

• Strong focus on client satisfaction and relationship building

• Excellent written and verbal communication skills

• Strong organizational and multi-tasking abilities

• Ability to work independently and resolve complex issues

• Comfortable working within tight deadlines

• Demonstrated professional presence and adaptability

• Ability to manage competing priorities

• Aptitude for learning new industry, company, product, or technical knowledge

Preferred qualifications, capabilities, and skills

• Experience leading or advising in a fast-paced service environment

• Versatile learner with a passion for professional growth

• Experience providing training or guidance to team members

• Exposure to global trade products and international client service

• Ability to identify products and services to benefit clients

• Experience participating in joint client calls with Bankers and Trade Sales Officers

• Background in creating and maintaining policies and procedures

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comp