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JP Morgan Chase

Runs a consumer bank and an investment bank

Trilingual Client Service Account Manager - Multiple Teams

Customer SuccessConfirmed live in the last 24 hours
Full-timeValenzuela, Metro Manila, PhilippinesNo salary listed

About the Job

Requirements

  • Strong proficiency in Spanish, Portuguese, and English, including speaking, reading, writing, and conversational communication.
  • At least 3 years of relevant industry and/or functional experience.
  • Understanding of core Treasury Services product sets.
  • Ability to present oral and written communication clearly and confidently.
  • Effective time management in a fast-paced environment.
  • Ability to partner with internal colleagues and external clients.
  • Sound judgment in decision-making and risk evaluation.
  • Flexibility with working hours and use of virtual connectivity tools.

Responsibilities

  • Service a portfolio of large corporate or financial institution clients.
  • Advise clients and provide consultation on decision-making.
  • Proactively contact clients to assess progress and satisfaction, and identify impediments to high service satisfaction.
  • Identify product and service gaps and development opportunities, using Treasury Services product capabilities to suggest enhancements to clients’ product line-ups.
  • Partner with internal client teams to develop and implement strategic and tactical business plans that meet or exceed client expectations.
  • Use product knowledge to recommend and participate in product enhancements and service delivery plans.
  • Meet with clients periodically, in person and remotely, to stay informed about their needs and satisfaction.
  • Work with internal client service partners on day-to-day transactions and routine issues to identify opportunities for improvement and efficiency.
  • Represent client needs with internal partners and advocate for removal of roadblocks to improve the client service experience.
  • Adhere to risk policies and practices, ensure client compliance, and educate clients on risk and legal requirements.
  • Serve as the primary contact for existing clients on strategic account issues.

Desired Qualifications

  • Experience in client service within the financial industry.
  • Strong analytical skills to assess client needs and service satisfaction.
  • Ability to lead and influence cross-functional teams.
  • Proficiency in virtual connectivity tools and technology platforms.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve accuracy in operational processes.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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