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 within Payments, you will lead and train a team of newly on-boarded associates, providing guidance, mentorship, and structured development to ensure their successful integration and readiness for client portfolio responsibilities. You will assist in managing the team and collaborate with leadership to align talent development with business goals. Own the employee experience through structured training programs, coaching sessions, and performance feedback to accelerate readiness for portfolio management.

Job responsibilities:

• Manage and develop a team of professional CSAM's (Client Service Account Managers) that are new to the Global Corporate Banking organization, with the primary goal of preparing them to independently manage client portfolios
• Conduct daily, weekly, monthly staff meetings/check-ins with the team to oversee progress, ensuring they are acquiring the necessary skills, product knowledge, and client service expertise to transition into roles
• Track client requests in real-time and improve client experience by analyzing data to identify trends, monitor metrics, case hygiene, and product quality control
• Serve as a direct point of contact, with strong product knowledge, and as a resource to help resolve client requests to obtain full resolution
• Foster a collaborative and supportive team environment that encourages continuous learning, professional growth, and accountability
• Ensure processes align with specifications to meet financial and headcount targets
• Partner with senior leadership to identify high-potential associates and create tailored development plans aligned with business objectives and client needs

Required qualifications, capabilities and skills:

• 5 years of managerial, leadership, and training experience
• 5 years of experience in Client Service
• Professional presentation experience, both in-person and virtually
• Strong oral and written communication skills
• Extensive project management experience
• Comprehensive understanding of Treasury Services products and market knowledge
• Ability to influence others and drive decisions
• Multi-tasking, time management, and organizational skills
• Excellent problem-solving and analytical skills
• Expert in MS Office and variety of Business Applications

Preferred qualifications, capabilities, and skills:

• Ability to perform root cause analysis and guide product enhancements

About Us

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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.