Client Success Senior Associate
Tempe, AZ · On-site
The Client Success Senior Associate plays an important role in the execution of the firm ... Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury ...
Client Success Senior Associate
Tempe, AZ · On-site
The Client Success Senior Associate plays an important role in the execution of the firm ... Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury ...
Client Success Senior Associate
Tempe, AZ · On-site
The Client Success Senior Associate plays an important role in the execution of the firm ... Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury ...
Client Success Senior Associate
Tempe, AZ · On-site
The Client Success Senior Associate plays an important role in the execution of the firm ... Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury ...
Once on board, you will be provided a thorough knowledge of SVB's bank operations, platforms and ... program to meet the needs of our associates. More information can be found at #hybrid ...
Once on board, you will be provided a thorough knowledge of SVB's bank operations, platforms and ... program to meet the needs of our associates. More information can be found at #hybrid ...
Once on board, you will be provided a thorough knowledge of SVB's bank operations, platforms and ... program to meet the needs of our associates. More information can be found at #hybrid ...
Once on board, you will be provided a thorough knowledge of SVB's bank operations, platforms and ... program to meet the needs of our associates. More information can be found at #hybrid ...
Associate, Working Capital
Phoenix, AZ · On-site
$90K - $130K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Our PEPI services include: CFO Services (including interim management - CFO, Controller, Treasurer ...
Associate, Working Capital
Phoenix, AZ · On-site
$90K - $130K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Our PEPI services include: CFO Services (including interim management - CFO, Controller, Treasurer ...
Associate, Working Capital
Phoenix, AZ · On-site
$90K - $130K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Our PEPI services include: CFO Services (including interim management - CFO, Controller, Treasurer ...
Associate, Working Capital
Phoenix, AZ · On-site
$90K - $130K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Our PEPI services include: CFO Services (including interim management - CFO, Controller, Treasurer ...
Client Success Senior Associate Be the hub of communication and help build deep and lasting ... Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury ...
Client Success Senior Associate Be the hub of communication and help build deep and lasting ... Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury ...
Client Service Associate
Tempe, AZ · On-site
$14 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Associate
Tempe, AZ · On-site
$14 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Once on board, you will be provided a thorough knowledge of SVB's bank operations, platforms and ... associates. More information can be found at #hybrid
Once on board, you will be provided a thorough knowledge of SVB's bank operations, platforms and ... associates. More information can be found at #hybrid
Client Service Associate
Tempe, AZ · On-site
$14.25 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Associate
Tempe, AZ · On-site
$14.25 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Associate
Tempe, AZ · On-site
$14.25 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Associate
Tempe, AZ · On-site
$14.25 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Associate
$14.25 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Associate
$14.25 - $19.50/hr
... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Senior Associate
Tempe, AZ · On-site
... treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Client Service Senior Associate
Tempe, AZ · On-site
... treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations ...
Deposit Operations Specialist
$21 - $24/hr
Will also maintain a client focus and partner with Treasury Specialists and sales team members to ... Associate's degree or equivalent combination of education and/or related experience in the ...
Deposit Operations Specialist
$21 - $24/hr
Will also maintain a client focus and partner with Treasury Specialists and sales team members to ... Associate's degree or equivalent combination of education and/or related experience in the ...
Executive Bookkeeper
Phoenix, AZ · On-site
$70K - $85K/yr
Associate degree in accounting/bookkeeping, or bachelor's degree in accounting, finance, or related ... Strong treasury/cash-management experience including bank operations, transfers, and cash ...
Quick apply
Executive Bookkeeper
Phoenix, AZ · On-site
$70K - $85K/yr
Associate degree in accounting/bookkeeping, or bachelor's degree in accounting, finance, or related ... Strong treasury/cash-management experience including bank operations, transfers, and cash ...
Executive Bookkeeper
Phoenix, AZ · On-site
$70K - $85K/yr
Associate degree in accounting/bookkeeping, or bachelor's degree in accounting, finance, or related ... Strong treasury/cash-management experience including bank operations, transfers, and cash ...
Quick apply
Executive Bookkeeper
Phoenix, AZ · On-site
$70K - $85K/yr
Associate degree in accounting/bookkeeping, or bachelor's degree in accounting, finance, or related ... Strong treasury/cash-management experience including bank operations, transfers, and cash ...
IT Associate - 3rd Shift
AZ · On-site
Plateau GRP is a dynamic company that treasures your skills, training, and ideas. You are our most ... Support daily operations and user support requests * Support equipment troubleshooting including ...
IT Associate - 3rd Shift
AZ · On-site
Plateau GRP is a dynamic company that treasures your skills, training, and ideas. You are our most ... Support daily operations and user support requests * Support equipment troubleshooting including ...
Description Plateau GRP is a dynamic company that treasures your skills, training, and ideas. You ... Support daily operations and user support requests * Support equipment troubleshooting including ...
Description Plateau GRP is a dynamic company that treasures your skills, training, and ideas. You ... Support daily operations and user support requests * Support equipment troubleshooting including ...
Senior Associate, Working Capital
$120K - $160K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Treasury / cash management experience a strong plus * Systems implementation experience a plus ...
Senior Associate, Working Capital
$120K - $160K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Treasury / cash management experience a strong plus * Systems implementation experience a plus ...
Senior Associate, Working Capital
Phoenix, AZ · On-site
$120K - $160K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Treasury / cash management experience a strong plus * Systems implementation experience a plus ...
Senior Associate, Working Capital
Phoenix, AZ · On-site
$120K - $160K/yr
Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with ... Treasury / cash management experience a strong plus * Systems implementation experience a plus ...
Treasury Operations Associate information
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Full-time
Medical, Retirement
Posted 6 hours ago
JPMorgan Chase & Co. rating
8.1
Based on 470 frontline employees who took The Breakroom Quiz
46th of 141 rated banks
Job description
Job Description
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.
As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Sr. team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Senior Associate plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
Required qualifications, skills and capabilities
Preferred qualifications, skills and capabilities
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (20%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
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.
Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.
As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you will support Sr. team Members and serve as a key liaison for CIB clients. This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Senior Associate plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
- Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
- Manage/resolve client escalations and issues
- Help the coordination and project management of product implementations and service related needs
- Assist in relationship review documents, visualizations from data sets
- Maintain ongoing relationship management routines
- Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
- Work with Risk partners for certain elements of risk management including fraud prevention.
- Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
- Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
- Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
- Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, skills and capabilities
- Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
- Comprehensive knowledge of Treasury Products and Services
- Proven client interaction skills to calibrate & manage client expectations
- Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
- Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Preferred qualifications, skills and capabilities
- MBA
- PMP or other Project Management Certifications
- Ability to provide quantifiable management reporting
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (20%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
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.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US