Client Services Advisor

Title: Client Services Advisor Location: NY-New York The Client Service Advisor is responsible for providing a holistic approach to managing the client experience. In this capacity, the CS Advisor drives client satisfaction and partners with product, sales and functional partners to ensure a high quality client experience.

Critical components of the Client Service Advisor role are: * Manages a portfolio of clients, with a focus on proactive communication and aligning client needs to Bank solutions. Provides value-added bank, product and industry insight to clients. * Acts as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction * Facilitates client presentations and educates clients on product solutions, service channels, and self service options which best meet the client's needs and promote the Bank's target state product solutions * Identifies product gaps and development opportunities, leveraging the full array of the Treasury Services product capabilities, generating a steady flow of appropriate cross sell opportunities * Acts as escalation point for key issues or complex client concerns/opportunities * Performs client activity data analysis to identify issues/trends/opportunities and performs root cause analysis to ensure problems are resolved in a manner that prevents re-occurrence * Identifies and addresses product/service gaps and development opportunities, leveraging the full array of TS product capabilities to generate new business, revenue, efficiency opportunities and a steady flow of appropriate cross-sell opportunities. * Adheres to, and ensures client's adherence to, Bank risk policies/practices and educates clients on risk/legal requirements * Participates in and facilitates regular service reviews with clients * In partnership with Sales, develops annual, client-specific service strategy reviews for all clients in portfolio * Provides consultative approach in streamlining and improving both JPM and client operational processes. Leads projects to implement internal process improvements * Uses thorough product knowledge to recommend and participate in product enhancements, including testing * At least 7 years of experience in Client Service, Sales, Operations or Portfolio Management support, with 3 years in a client facing role * Must be a self starter, results-driven individual, with a passion for service excellence * Strong leader with ability to act beyond established guidelines * In-depth knowledge of Treasury Services products and industry knowledge * Strong analytical and problem solving skills with attention to detail * Excellent communication, presentation, negotiation and consultative skills * Strong project management skills * Strong partnership skills with focus on high achievement for the entire organization * Bachelor's Degree preferred

Please refer to job code jpmorgan-090036348 when responding to this ad.

Category:	Sales
	> Client Services
Location:	New York, NY
County:	New York County
ZIP Code:	10001
Pay Rate:	Open
Job Terms:	full time
Company:	JPMorgan Chase
Phone:	email only please
Fax:	email only please