Client Ops Specialist
JPMorgan Chase · Posted Oct 7
Global banking, investment, credit card, mortgage, and asset management services
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About the role
Treasury Services Implementation Support at JPMorgan Chase handles client requests for account modifications and closures, working alongside product, service, and implementation stakeholders. The team documents, tracks, and progresses requests through an intake and workflow process while meeting defined service commitments and control standards. This role owns client change delivery, coordinates clarifications, and oversees inspections and audits of completed implementations.
What you will do
- Serve as the central point of contact and escalation for regional implementation support team members.
- Receive treasury services maintenance and account closing requests from service channels and initiate a formal request when required.
- Document each request in the request tracking workflow, capturing key details, dependencies, and required clarifications.
- Communicate clarification needs to Sales or Service teams so client requirements are completed for implementation.
- Ensure maintenance activities are delivered within established service level agreements.
- Consult Product or Service partners to determine risk rating and applicable procedures when a request is not covered by the risk reference materials.
- Oversee inspections and audits of completed implementations to confirm completeness and adherence to controls.
- Verify urgent requests are prioritized appropriately and handled with the required pace and attention.
- Assign requests requiring enhanced handling to experienced team members and apply special processing instructions where indicated.
- Route requests with defined processing restrictions to appropriately aligned team members to ensure compliant execution.
Skills used in this role
What the employer is looking for
- Hold a bachelor’s degree.
- Demonstrate problem-solving skills to identify, understand, and address operational and technical issues.
- Articulate clear, workable solutions to stakeholders in a professional, client-focused manner.
- Manage multiple requests concurrently while organizing and prioritizing work to meet tight deadlines.
- Maintain flexibility to adapt to changing priorities, time-critical deliveries, and shifting request volumes.
- Build a client-centered culture by acting with transparency and accountability in day-to-day execution.
- Promote collaboration, information sharing, and constructive discussion across partners to reduce silos.
Preferred qualifications
- Demonstrate proactive ownership by anticipating issues and proposing practical solutions.
- Thrive in a high-pressure environment while delivering time-critical work with consistent quality.
- Escalate risks, issues, and concerns in a timely manner to management with clear context and options.
- Show exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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