Top 99 Client reporting associate Jobs in Costa Mesa, Ca

Client Service Senior Associate
JPMorganChase —Irvine, CA
- $75,050 - $107,000 a year
- Full-time
- Google Workspace
- Bachelor of Science
- Research
- Health insurance
- Tuition reimbursement
9d
Medical Malpractice Associate Attorney
Wood, Smith, Henning & Berman —Aliso Viejo, CA
- $110,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 1 year
- Disability insurance
- Health insurance
Quick Apply
Campaign Data Operations Senior Associate
Crowe —Costa Mesa, CA
- $55,000 - $108,500 a year
- Full-time
- Remote
- Marketing
- Mid-level
- 3 years
Quick Apply
Sales Associate(English-Korean Bilingual)
Power Transformers Manufacturing —La Mirada, CA
- From $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Marketing
- Health insurance
- Paid time off
Quick Apply
Associate Technical Account Manager
Yardi Systems, Inc. —Santa Ana, CA
- $31.25 - $32.81 an hour
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Residential
- Profit sharing
Associate, Performance Operations
PIMCO —Newport Beach, CA
- $87,000 - $93,000 a year
- Online Application
- Mid-level
- Office
- Finance
HCI Operations Support Associate
Hyundai Capital America —Irvine, CA
- $64,000 - $96,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid parental leave
- Health savings account
Client Support Associate (Overnight)
City Net —Anaheim, CA
- From $22.68 an hour
- Overnight shift
- Word processing
- Computer literacy
- Hotel
- Health insurance
- Dental insurance
Quick Apply
Associate, Management Consulting
Trace3 —Irvine, CA
- $100,000 - $110,000 a year
- Computer science
- Microsoft Outlook
- Computer Science
- Health savings account
- Disability insurance
Data Associate, Transaction Management
PIMCO —Newport Beach, CA
- $87,000 - $93,000 a year
- Online Application
- 5 years
- Mid-level
- SQL
Investment Associate, Direct Equity - Irvine
Pathway Capital Management —Irvine, CA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Assurance Services Associate – Government
The Pun Group —Orange County, CA
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
Facility Solutions Associate II
Hensel Phelps Services —Irvine, CA
- $90,000 a year
- Full-time
- Engineering
- Mid-level
- Office
- AD&D insurance
- Disability insurance
10d
Compliance Associate
Canterbury Consulting Incorporated —Newport Beach, CA
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
Assurance Services Associate – Nonprofit
The Pun Group —Orange County, CA
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Profit sharing
- Health insurance
SBA Associate
City National Bank —Irvine, CA
- $78,970 - $126,140 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
3d
Position Management Data Associate
PIMCO —Newport Beach, CA
- $87,000 - $93,000 a year
- Online Application
- 5 years
- SQL
- Analysis skills
Hospitality Associate
Opensity Solutions —Irvine, CA
- $27 - $28 an hour
- Full-time
- Google Workspace
- Ability to walk for extended periods
- Mid-level
Quick Apply
3d
Associate Project Manager
CBRE —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Registered Client Service Associate (Newport Beach, CA)
Raymond James Financial, Inc. —Newport Beach, CA
- $45,000 - $85,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
12d

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Client Service Senior Associate

JPMorganChase -
Irvine, CA

Apply Now

Job Details

Full-time
$75,050 - $107,000 a year
9 days ago

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Project reporting
Project development phase management
Research
Change management
Project delivery management
Data analytics
Management reporting
Team building

Full Job Description

JOB DESCRIPTION

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Senior Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities

Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles
Develop long term client relationships
Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
Proactively discuss client trends/issues with internal partners to further customize solutions for clients
Actively participate in deal team meetings as new products and services are added to clients
Influence internal partners to recommend products and services based on knowledge of client behaviors
Learn and understand existing and upcoming technologies to support client consultation and requests
Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape

Required Qualifications, Skills and Capabilities

Comprehensive knowledge of Treasury Services and/or Custom Card products
Data Analytics & Change Management experience
Ability to influence others without direct supervision
Ability to provide quantifiable management reporting & present findings
Project Management & Execution
Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
Strategic thinking with the ability to adapt to change
Demonstrated team building skills and ability to work in a team environment
3+ years of client facing work experience

Preferred qualifications, skills and capabilities

Bachelor of Science or Business Administration Degree
Passion for learning new operating models, technologies, and industry trends
Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

ABOUT US

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

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Apply Now

Refine Your Search

client reporting associate jobs in costa mesa, ca

Client Service Senior Associate

Medical Malpractice Associate Attorney

Campaign Data Operations Senior Associate

Sales Associate(English-Korean Bilingual)

Associate Technical Account Manager

Associate, Performance Operations

HCI Operations Support Associate

Client Support Associate (Overnight)

Associate, Management Consulting

Data Associate, Transaction Management

Investment Associate, Direct Equity - Irvine

Assurance Services Associate – Government

Facility Solutions Associate II

Compliance Associate

Assurance Services Associate – Nonprofit

SBA Associate

Position Management Data Associate

Hospitality Associate

Associate Project Manager

Registered Client Service Associate (Newport Beach, CA)

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