NA Financial Institutions Group (FIG) - Banks Segment - Client Service Lead

JPMorganChase

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profile Job Location:

Plano, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Description

Join our dynamic team as a Client Service Lead where you will play a pivotal role in managing and developing a team of Client Service Account Managers.

As a Client Service Lead in the North America Financial Institutions Group (FIG) - Banks Segment you will manage a team dedicated to providing exceptional client-facing support. You will act as a primary contact building partnerships to understand client needs and ensuring service excellence. Your role will involve coordinating internally to monitor relationship health and advocate for client satisfaction.

Job Responsibilities:

  • Manage and develop a team of Client Service Account Managers (CSAM) through hiring training and coaching.
  • Navigate the organization to achieve outcomes for clients and stakeholders.
  • Conduct weekly staff meetings and quarterly check-ins with GCB/Payments Sales partners.
  • Act as a customer advocate to enhance service quality across product and operational areas.
  • Maintain direct client relationships resolve issues and monitor client SLAs.
  • Track client requests in real-time and improve case data quality.
  • Analyze client data to identify trends and develop long-term strategies.
  • Perform quality controls monitor KPIs and guide product quality control.
  • Serve as a high-level contact with strong product knowledge.
  • Ensure processes align with specifications and meet financial and headcount targets.

Required Qualifications Capabilities and Skills:

  • Minimum of 5 years of managerial/leadership experience.
  • Over 5 years in a Service or Client Relationship focused environment.
  • Strong people project and risk management skills.
  • Comprehensive understanding of Treasury Services products and market knowledge.
  • Ability to influence others and drive decisions.
  • Negotiation and strategic planning skills.
  • Strong oral and written communication skills.
  • Multi-tasking time management and organizational skills.
  • Excellent problem-solving and analytical skills.
  • Working knowledge of MS Office and Business Applications.

Preferred Qualifications Capabilities and Skills:

  • Experience in fostering a diverse and inclusive environment.
  • Ability to perform root cause analysis and guide product enhancements.


DescriptionJoin our dynamic team as a Client Service Lead where you will play a pivotal role in managing and developing a team of Client Service Account Managers.As a Client Service Lead in the North America Financial Institutions Group (FIG) - Banks Segment you will manage a team dedicated to provi...
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Key Skills

  • Dynamics AX
  • Instrument
  • Bid
  • Core Banking
  • Manufacturing

About Company

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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 ov ... View more

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