Payments - Client Service Account Manager - Associate
About the role
Job responsibilities
- Own client service delivery for an assigned portfolio, acting as the primary point of contact across channels (phone, email, and in-person)
- Build trusted relationships with clients by setting a clear cadence, following through on commitments, and communicating proactively
- Identify recurring issues and themes, escalate when appropriate, and drive timely resolution for complex requests
- Partner with internal teams to coordinate solutions, remove blockers, and improve the overall client experience
- Apply strong risk awareness by following policies and procedures, documenting actions appropriately, and raising concerns promptly
- Learn treasury and transaction products quickly and use that knowledge to guide clients to effective service outcomes
- Investigate root causes of process inefficiencies and propose practical improvements to reduce friction and increase reliability
- Use data to create simple metrics and reporting that help track service quality, trends, and outcomes
- Manage competing priorities effectively while maintaining a high standard of service across all clients
- Contribute to team initiatives beyond your core portfolio and share knowledge to help peers succeed
- Mentor and support teammates by sharing best practices, templates, and insights from client patterns
Required qualifications, capabilities, and skills
- At least 5 years of experience in client servicing and/or cash management experience within the financial services industry
- Ability to manage a portfolio of clients and deliver consistent, high-quality service across multiple concurrent needs
- Strong written and verbal communication skills, with the ability to communicate clearly and concisely with clients and partners
- Fluency in Korean and English is required to interact with regional teams and clients in Korea
- Strong organizational skills, including the ability to prioritize, work under pressure, and meet tight deadlines
- Demonstrated ability to build credibility and influence across cross-functional partners, including senior stakeholders
- Ability to identify problems, assess impact, and drive issue resolution through collaboration and escalation when needed
- Ability to use data to create metrics and reporting that inform decisions and improve outcomes
- Proficiency with Microsoft Office (Excel, PowerPoint, Word)
- Demonstrated ownership mindset, including urgency, follow-through, and proactive communication
- Ability to work effectively both independently and as part of a team
Preferred qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience
- Experience supporting treasury management, transaction banking, or complex client onboarding/service requests
- Experience supporting clients with multi-region or cross-border service needs
- Familiarity with process improvement methods (for example, Lean or Six Sigma) and applying them to service workflows
- Experience creating client-facing reporting or service performance dashboards
- Interest in mentoring, coaching, or leading small team initiatives to improve service delivery
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Not included in the source posting: about the role, benefits.
Skills
Who can apply
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