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JPMorganChase

Relationship Management Specialist

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Toronto, ON
Mid level
Hybrid
Toronto, ON
Mid level
The Relationship Management Specialist collaborates with Relationship Managers to provide exceptional client service, manage inquiries and account activities, and maintain effective communication with clients and team members.
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Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
  1. Collaborates with assigned Relationship Managers to provide comprehensive service for select client accounts (Relationships) that require special attention.
  2. Delivers both proactive and responsive support to strengthen and expand assigned Relationships, leveraging effective client correspondence, strong communication skills (written and verbal), and adept problem-solving abilities.
  3. Addresses inquiries and issues from principal relationship contacts promptly and accurately, ensuring Relationship Management Specialists respond with the highest level of efficiency and precision.
  4. Applies industry expertise and knowledge of internal systems to resolve challenges in a manner that best serves both the Organization and the Customer.
  5. Remains current on product launches and company updates, consistently demonstrating subject matter expertise in Payments.
  6. Maintains ongoing communication with the assigned Relationship Manager regarding account activities, including account maintenance, additional locations or equipment, billing adjustments, duplicate processing, and other research needs.
  7. Understands and adheres to established customer and inter-departmental SLAs, ensuring all timelines are met.
  8. Takes on additional duties and special projects as assigned, offering abundant opportunities for professional growth and development.
  9. Plans and manages client projects, contracts, and requests for equipment and supplies.
  10. Reviews client contact documents to ensure accuracy prior to executing contracts for renewals.

MINIMUM QUALIFICATIONS
  • 2-3 years of work experience in a client-facing position.
  • Bachelor's degree in business administration, accounting, marketing or other related fields. In lieu of degree, may have relevant work experience.

Skills or Special Abilities
  • Knowledge of and strong interest in merchant industry and related procedures (payments, POS systems, merchant acquiring, B2B software, etc).
  • Ability to use data to problem-solve creatively.
  • Expertise with all internal CPS/CRM systems and technology.
  • Efficient and independent worker with good time management skills.
  • Finds value and satisfaction in providing services that satisfies clients.
  • Ability to effectively communicate both verbally and written with both internal and external merchant contacts.

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 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.
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.

Top Skills

Crm Systems
Financial Transaction Processing

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