Client Service Analyst

If you want to be instrumental in delivering unparalleled customer service and operational excellence, you have found the right team.

As a Fee Setup and Maintenance Client Service Delivery Analyst within JPMorgan Chase, you will play a crucial role in supporting review processes and document management, bringing a growth mindset and a continuous-improvement approach to how work is executed.  You will be instrumental in supporting review processes, maintenance requests, and end-to-end document management in our diverse and inclusive environment. Collaborating with various teams, you will enhance customer experience and ensure compliance with business rules, contributing to the overall success of our operations.

At JPMorgan Chase, we are committed to fostering a culture of excellence, innovation, and inclusivity. As a global leader in financial services, we value diversity and collaboration, creating an environment where every team member can thrive and contribute to our shared success. Joining our team means becoming part of a dynamic organization that prioritizes professional growth and development. We offer competitive benefits, opportunities for career advancement, and a supportive work environment that encourages creativity and teamwork. If you're passionate about making an impact and driving change, we invite you to explore the exciting opportunities with us and be part of a team that is shaping the future of finance.

Job Responsibilities 

• Conduct reviews of pricing documentation requests, ensuring adherence to business rules and risk mitigation. 

• Review and update fee schedules based on account executive direction and pricing models, ensuring accuracy and compliance. 

• Input relevant fee pricing and contractual changes into the centralized CRM system within agreed SLAs, maintaining data integrity. 
• Review paperwork for completeness and accuracy, validating work requests and ensuring compliance with standards. 
• Liaise with Account Management, Implementation teams, and other teams within Fee Setup and Maintenance to address information gaps and ensure timely delivery. 
• Provide subject matter expert support for ad hoc initiatives. 
• Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
• Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
• Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.

Required Qualifications, Capabilities, and Skills 

• Strong organizational skills, attention to detail, and ability to prioritize tasks. 
• Strong focus on customer service and delivery. 
• Effective verbal and written communication skills, with an emphasis on clarity. 
• Ability to multitask and balance multiple tasks simultaneously. 
• Problem-solving and analytical skills. 
• Demonstrated growth mindset: seeks feedback, learns new tools/processes quickly, and identifies opportunities to improve controls, quality, and efficiency. 
• Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
• Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
• Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.

Preferred Qualifications, Capabilities, and Skills 

• 3+ years of business-related experience. 
• Proficiency in Microsoft Outlook, Word, and Excel. 
• Banking and credit card experience preferred; contractual experience is a plus. 
• Familiarity with automation tools, including Alteryx, LLM Suite, and Copilot, to enhance process efficiency. 
• Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
• Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
• Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.

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

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.