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JPMorganChase

Client Service Analyst

Posted Yesterday
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Hybrid
Bengaluru, Karnataka
Senior level
Hybrid
Bengaluru, Karnataka
Senior level
As a Client Service Analyst, you will manage client relationships, handle inquiries, identify issues, and partner with teams to ensure client satisfaction while controlling risks and maximizing productivity.
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Job Description
Step into a dynamic role where you'll be the trusted partner for our clients, delivering exceptional service and building lasting relationships.
As a Client Service Analyst within our Client Service Team, your responsibilities will encompass a range of customer service and relationship management tasks, along with operational controls for a designated client portfolio. You will act as the main service contact for each client in your portfolio, which may include operating transactional accounts and complex treasury products.
Job Responsibilities:
  • 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.
  • Handle transactional inquiries by maintaining knowledge of policies, procedures, and systems.
  • Resolve issues by identifying underlying or hidden problems and patterns. Build knowledge of treasury management products and services
  • Serve as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to provide the best service to the client, your department, and the firm
  • Identify and control risks to prevent fraudulent account behavior and potential fraud exposure
  • Prioritize daily workload to maximize productivity utilizing time management and organizational skills and follow all established policies, procedures, and practices
  • Project a confident and professional presence to our clients, other bank departments and the community
  • Desire to exceed client expectations and work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Required Qualifications, Skills and Capabilities
  • Minimum 5+ years of client facing work experience
  • Excellent communication skills both written and verbal
  • Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product, and technical knowledge
  • Highly organized with ability to manage competing priorities
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
  • Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment

Preferred Qualifications, Skills and Capabilities
  • Proficient skills in Microsoft Suites (Word, Excel, PowerPoint). Eager to enhance their digital literacy and adapt new tools.
  • Graduate preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
  • Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
  • Eager to enhance digital literacy and adapt new tools

About Us
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 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word

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