JOB DESCRIPTION
If you're passionate about reporting and metrics, you have found the right team.
As a Client Service Analyst in Trade Client Access, you will manage user profile maintenance requests and process new user setups via phone and email inquiries. This role will challenge you to expand your skills and help the team meet the needs of our suppliers, clients, and internal partners. You will be expected to achieve defined call center performance goals, including efficiency, client satisfaction, quality, and controls.
Job Responsibilities:
- Provide technical and transactional support via phone and email.
- Create user entitlements for JPMorgan Portal and Trade Products for Trade and Working Capital Clients.
- Resolve all supplier inquiries within SLAs and provide status updates.
- Adhere to a 24-hour turnaround for new setups, entitlement requests, and other key performance metrics.
- Collaborate with internal teams to drive timely resolution.
- Participate in daily team chats to communicate issues requiring escalation or to assist team members.
- Escalate identified client issues or product deficiencies to product management partners.
- Review open inquiries to expedite resolution.
- Provide SME support on programs delivered by TS Training and assess participant proficiency.
- Serve as a peer coach, sharing best practices with new hires or analysts learning new tasks.
- Ensure proper handling and disposition of case tracking records.
Required Qualifications, Capabilities, and Skills:
- Proficiency in Portuguese, Spanish, and English (written and verbal) is mandatory.
- 2 years of call center experience.
- Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and related procedures.
- Effective problem-solving skills.
- Strong time management and organizational skills.
- Ability to exercise sound judgment and make effective decisions.
- Ability to prioritize, handle multiple tasks, and work under pressure in a team environment.
- A self-starter who does not require close supervision.
Shift: Monday-Friday 8 AM - 6:30 PM
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
