Client Service Account Manager - Treasury Services (Financial Institutions) – Associate
JPMorgan Chase · Posted Oct 15
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Treasury Services client servicing team in India owns key financial institution relationships, acting as the trusted point of contact for escalations and service reviews while coordinating with internal partners to deliver timely outcomes. The role operates in the correspondent banking and global cash management domain, covering clearing and remittance products. As a Client Service Account Manager, Associate, you will manage a portfolio of top-tier financial institution clients, lead end-to-end escalations, run service reviews, track key performance indicators, and contribute to client experience and operational efficiency initiatives.
What you will do
- Own a portfolio of financial institution clients, providing day-to-day servicing for correspondent banking needs and ensuring a strong client experience.
- Lead escalations end-to-end, coordinating internal coverage, setting clear ownership, and driving timely resolution.
- Run regular service reviews, addressing complex inquiries, tracking actions to closure, and aligning on service priorities.
- Partner with internal stakeholders to resolve issues, manage dependencies, and deliver on client commitments.
- Identify opportunities to improve service delivery and support product adoption by sharing client insights and removing operational friction.
- Contribute to client experience and service improvement initiatives, supporting planning, delivery, and adoption.
- Track key performance indicators and country objectives, providing clear updates and escalation of risks or trends as needed.
- Build capability across the team by learning new products/processes quickly and taking on broader scope as required.
Skills used in this role
What the employer is looking for
- Bachelor’s degree.
- Minimum 8 years of experience working in client facing, sales support or related roles
- Experience managing financial institution clients, with proven ability to build trust and manage senior stakeholder relationships.
- Strong understanding of global cash management products, including clearing and remittance products.
- Strong client-centric mindset, with the ability to manage escalations professionally, set expectations, and communicate clearly.
- Strong ownership and judgement, with the ability to work independently, prioritise effectively, and deliver accurate outcomes under time pressure.
- Adaptability and learning agility, with the capacity to take on broader scope as the team grows.
- Strong partnership skills, with the ability to influence and coordinate across multiple internal teams to drive outcomes.
Preferred qualifications
- Experience supporting correspondent banking client needs in a treasury services environment.
- Experience contributing to client service improvement or transformation initiatives.
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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