Client Service Analyst
JP Morgan
5 - 10 years
Bengaluru
Posted: 28/07/2025
Job Description
As a Client Service Analyst within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing top-notch customer service and operational support for our treasury and cash management products. You will be entrusted with a portfolio of clients, where your primary focus will be to address their needs, resolve issues, and ensure their satisfaction. Your role will involve leveraging your knowledge of our products and services to provide solutions, while also identifying opportunities for process improvement. You will be expected to collaborate effectively with internal stakeholders, using your budding influence and presentation skills to drive positive outcomes. Your work will have a direct impact on our team's goals and performance, and you will have the opportunity to grow your skills in areas such as project management, change management, and data & tech literacy.
Job responsibilities
- Manage and maintain client relationships by providing prompt and accurate service to an assigned portfolio of clients, ensuring their needs are met and issues are resolved efficiently.
- Utilize knowledge of treasury and cash management products to provide technical support and solutions to clients, while also identifying opportunities for process improvement.
- Collaborate with internal stakeholders to drive mutually beneficial outcomes, using your developing skills in influence and presentation to effectively communicate and persuade.
- Contribute to project management initiatives, assisting in the planning and execution of projects, and ensuring objectives and desired outcomes are met.
- Develop a basic understanding of new and emerging technologies, and apply this knowledge to enhance client service and operational efficiency.
- Baseline knowledge or equivalent expertise in customer service or relationship management, with a focus on treasury and cash management products.
- Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
- Experience in using basic problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
- Familiarity with project management principles, with experience in assisting with the planning and execution of projects.
- Willingness to learn and understand new technologies, with a focus on applying this knowledge to enhance client service and operational efficiency.
- Foundational proficiency in leveraging AI/ML technologies and implementing automation tools to enhance client solutions and streamline processes.
- Beginning skills in digital literacy, process automation, and quantitative reporting to improve efficiency and support innovative client solutions.
- Beginning knowledge of cybersecurity best practices to protect client data and ensure secure operations.
- Ability to utilize conflict management and resolution skills to address client issues effectively, while collaborating with cross-functional teams for seamless service operations.
- Ability to develop and implement strategies to improve client satisfaction and service delivery, with a focus on mentoring team members and managing projects to achieve business goals.
About Company
JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.
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