Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As a Client Relationship Manager within the Commercial Real Estate team, you will serve as the primary liaison for a portfolio of key clients, ensuring a high-touch experience. Your role will encompass managing the global client experience and addressing service and account needs for clients utilizing complex depository and treasury products. Working independently, you will strive to understand client needs, escalate issues promptly, and foster strong relationships with both clients and internal partners. Your effective coordination with the Service, KYC, and Implementations teams will be crucial in delivering a seamless, top-tier client experience.
Job Responsibilities:
- Provide a high-touch, high-value experience by responding to all client inquiries within two hours and updating clients daily on open items until resolution.
- Meet with each assigned client quarterly to build relationships, including contacts in accounts payable and receivables as necessary.
- Maintain client profiles, identifying account structures and products utilized.
- Conduct quarterly relationship reviews with clients in the portfolio.
- Notify clients proactively of operational issues impacting treasury operations, including migration projects or system outages.
- Participate actively in deal team meetings for new products and services, coordinating with the assigned TMO or Sales Associate.
- Manage client expectations and communicate clearly with all levels within the client organization.
- Review account analysis statements monthly to identify pricing inconsistencies, billing errors, and opportunities for electronic conversion, partnering with TMO and Sales Associate.
- Lead and resolve all client inquiries/problems through interaction with clients, bankers, and partners, ensuring timely and professional responses.
- Understand product enhancements/changes from quarterly releases, educate clients as needed, and coordinate with TMO and Treasury Associate.
Required Qualifications, Skills and Capabilities:
- Hold a Bachelor's degree or above
- Possess at least 7 years of experience
- Exhibit strong interpersonal skills.
- Demonstrate strong project management skills with the ability to manage competing priorities effectively.
- Possess strong verbal and written communication skills.
- Maintain a consistent professional presence with adaptability to evolving needs and situations.
- Have a documented history of independent decision-making and problem-solving skills.
- Understand financial exposure and operational risk related to bank products and services.
- Comprehend complex customer structures.
- Display strong presentation skills.
- Be proficient in all Microsoft Office applications.
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 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 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.
