Client Service Account Manager - Trade and Working Capital LATAM

JPMorgan Chase • Chicago, IL • 2h ago

As a Client Service Trade and Working Capital Manager within the Trade & Working Capital Client Service organization, you will support both implementations (onboarding, documentation, and execution support) and ongoing service (client requests, changes, and issue resolution), while building client relationships, product knowledge, and learning the end-to-end delivery lifecycle with coaching from senior leaders.

Job Responsibilities

Support the team as a day-to-day contact for client onboarding, transactions, and ongoing service requests, ensuring timely follow-up and a strong client experience

Assist with implementation execution, including coordination, tracking timelines/action items, obtaining required documentation, and servicing clients throughout transaction lifecycle.

Maintain/monitor service and implementation queues, triage requests, and escalate appropriately

Demonstrated ability to build, manage, and grow client relationships by proactively engaging stakeholders, understanding client needs, and driving high levels of client satisfaction

Draft and distribute routine client/internal communications and support creation of status reporting

Liaise with internal partners (Relationship, Operations, Treasury Management, Sales, Product, Implementations) to progress requests and resolve issues

Contribute to documentation and discipline: procedures, trackers, templates, and knowledge articles

Participate in continuous improvement efforts by identifying process gaps, capturing issues, and supporting change activities

Develop trade product expertise (including exposure to complex trade concepts/transactions over time) and support senior team members on client deliverables

Required qualifications, capabilities, and skills

Bachelor's degree or equivalent work experience

1+ years of experience in client service, operations, implementations, or a middle/back-office function.

Strong written and verbal communication skills and a client-first mindset

Strong organizational skills, ability to multi-task, and comfort working within deadlines

Self-directed approach, attention to detail, and sound judgment on when to escalate

Proficiency in Microsoft Word, Excel, and PowerPoint; comfort working with digital channels/electronic banking platforms

Preferred qualifications, capabilities, and skills

Exposure to trade products (e.g., Letters of Credit) and/or global trade servicing

Prior experience supporting projects (maintaining action logs, timelines, issue/risk lists)

Experience working with stakeholders across regions/time zones (NA, LATAM, EMEA)

Interest in process improvement and learning end-to-end implementation-to-service handoffs

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

Base Pay/Salary

Chicago,IL $64,600.00 - $87,500.00; Tampa,FL $59,850.00 - $83,000.00

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