Client Service Account Manager

hace 2 semanas

Santiago, Metropolitana, Chile JPMorgan Chase Bank, N.A. A tiempo completo

As a Client Service Account Manager, you will act as an escalation contact, ensuring client service related tasks are completed promptly with a high degree of quality and efficiency.


Roles and Responsibilities:

  • Capability to work remotely and on site.
  • Have a flexible schedule.
  • Provide the client with support/information regarding interest claims and billing enquiries.
  • Act as escalation point for large money movements and escalated transactional enquiries.
  • Liaise with Relationship, Product and Operations Managers regarding service issues.
  • Understand clients' business to help identify solutions, client efficiencies and cross sell opportunities.
  • Identify opportunities for product development and enhancement, and process improvements.
  • Eliminate exceptional and manual processes.
  • Adheres 100% to service case tracking guidelines.
  • Manage oneoff projects as they pertain to specific client issues and products.
  • Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straightthrough rates.
  • Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct.
  • Manage risk through close attention to client overdrafts, unpaid bills, etc, and escalate risk related issues to appropriate parties as required.
  • Build solid working relationships with customers and internal partners.
  • Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies.
  • Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role.

Education/ Experience

  • Minimum of 3+ years of relevant industry and/or functional experience.
  • Bachelor's degree or additional years of experience required.
  • Client service experience preferred.
  • Good understanding of core and intermediate Treasury Services product sets, systems and channels (Access,H2H, APIs, file transmissions).
  • Thorough understanding of financial exposure and operational risk related to transactions associated with bank products and services.
  • Use of technical knowledge to produce valueadded solutions for clients and partners.
  • Uses client product utilization as a solution to meet business objectives.
  • Ability to present oral and written communication in an organized, clear and confident manner.
  • Great time management skills in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
  • Ability to effectively partner with internal colleagues and external clients.
  • Great Data Analytic skills.
  • Ability connect remotely via internet from home. Be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Goods mobile suite, etc.) when business needs arise.
  • Ability to travel internationally to Latin America countries.
  • Fluent in Spanish, written/verbal required.

Functional Skills/ Knowledge

  • Ability to adapt to a changing role and environment including changes or adjustments to work schedule and overtime.
  • Strong organizational and decisionmaking skills.
  • Aptitude to learn documentation and risk requirements.
  • Exhibit ability to work effectively in a team environment.
  • Excellent interpersonal skills.
  • Demonstrates cultural sensitivity and awareness.

Technical/ Application Skills


JPMorgan Chase & Co., 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.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce.

Employees are expected to follow the Firm's current

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