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Client Service Analyst
Job in
Plano, Collin County, Texas, 75026, USA
Listed on 2026-01-17
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-17
Job specializations:
-
IT/Tech
Business Development, Technical Support
Job Description & How to Apply Below
As a Client Service Delivery Analyst within our Project Team, you will manage multiple queues and ensure compliance with policies and procedures. You will use tools like People Soft Salem, Tandem, Automation, Excel, and Access to research and implement changes.
Your role is crucial in providing quality customer service and supporting various Account Management and Merchant Help Desk teams.
Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives.
Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.
** Job responsibilities*
* + Manage small to high-volume merchant projects and components of large-scale projects.
+ Collaborate with internal and external departments for guidance, excel in customer service and adhere to service level agreements.
+ Write and communicate process/procedure changes, assist with workload overflow within the department and organize and lead project initiatives to completion.
+ Recommend and maintain automation; run pre-defined macros for bulk requests.
+ Identify problems, root causes, and ensure resolution.
+ Handle complex merchant matters, both project-related and customer-facing.
+ Assist leadership with projects and assess team process impacts.
+ Work under frequent interruptions, maintain a positive demeanor, and analyze complex cases.
+ 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*
* + 2+ years of customer service, research, or analytical experience.
+ Strong analytical and problem-solving abilities with attention to detail.
+ Ability to plan, organize, and manage multiple tasks.
+ Proficiency in using multiple systems/tools simultaneously.
+ Accuracy and precision in handling client information.
+ High performance orientation and sense of urgency.
+ Excellent interpersonal, written, and verbal communication skills.
+ Flexibility and adaptability to change.
+ 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*
* + College Degree preferred.
+ Enjoyment of a fast-paced, highly productive environment.
+ Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve 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.
** Additional Information*
* + Work hours are 8am - 5pm in office.
JPMorgan
Chase, 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…
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