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JP Morgan Chase

Runs a consumer bank and an investment bank

Client Service Account Manager

Customer SuccessPosted on Nov 10
Full-timeTampa, FL, USANo salary listedIn-person

About the Job

Requirements

  • Minimum 3 years of relevant industry and/or functional experience.
  • Understanding of core treasury and payments product sets and related service models.
  • Strong written and verbal communication skills, with the ability to explain complex topics clearly and in an organized manner.
  • Ability to manage time effectively in a fast-paced environment, balance competing priorities, and meet commitments.
  • Ability to build partnerships with internal stakeholders and external clients to drive timely resolution and strong outcomes.
  • Sound judgment and risk awareness when evaluating service decisions and escalation paths.
  • Flexibility to adjust working hours as needed and use secure remote-access and virtual collaboration tools when required by the business.

Responsibilities

  • Advise clients through consultation and guidance to support informed decision-making.
  • Serve as the client’s central point of contact for service issue resolution and escalation, coordinating with internal partners as needed.
  • Identify product and service gaps, and recommend practical improvements aligned to client needs and operational requirements.
  • Contribute to service delivery plans and support enhancements by sharing client feedback and usage insights.
  • Communicate complex topics clearly and confidently in both written and verbal formats.
  • Promote risk awareness by supporting adherence to applicable policies and helping clients understand relevant legal, regulatory, and cybersecurity-related changes.

Desired Qualifications

  • Experience supporting large corporate and/or financial institution clients in a client service, operations, or relationship support role.
  • Experience managing escalations and coordinating cross-functional teams to resolve complex issues end-to-end.
  • Experience identifying trends from client issues or service data to inform process or service improvements.
  • Experience contributing to product or service change initiatives, including client communication and implementation support.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, 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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