Client Engagement Team Analyst
Aumni
This job is no longer accepting applications
See open jobs at Aumni.See open jobs similar to "Client Engagement Team Analyst" Demo Capital.Join our newly established Client Engagement Team at JP Morgan Chase.
As a Client Engagement Team Analyst within the Commercial and Investment Bank you will support the newly established Client Engagement Team, supporting high-impact activities designed to strengthen relationships with priority clients and senior leaders. In this role you will have the opportunity to work closely with bankers and senior stakeholders to deliver best-in-class client engagement and strategic relationship management.
Job responsibilities
- Draft and edit client communications, including meeting invitations, follow-up and thank you notes, and strategic updates for priority clients and senior leaders.
- Identify and develop new communication opportunities to enhance client engagement and deliver tailored messaging.
- Coordinate with bankers to plan and execute strategic relationship reviews, ensuring alignment with business objectives and senior leadership priorities.
- Partner with the reporting team to distribute senior engagement reports, providing timely and accurate insights to business leaders.
- Track client meetings, document key outcomes, and manage follow-up actions to ensure continuity and progress in client relationships.
- Support the planning and logistics of market visits, including scheduling, briefing preparation, and post-visit follow-up.
- Maintain accurate records of client interactions and engagement activities in relevant systems and databases.
- Assist with ad hoc projects and initiatives to further the team’s mission of delivering exceptional client experiences.
Required qualifications, capabilities, and skills:
- Bachelor’s degree in Business, Finance, Communications, or related field.
- 1+ years of experience in client engagement, relationship management, communications, or a related role (internships and co-ops considered).
- Strong written and verbal communication skills, with attention to detail and ability to tailor messaging for senior audiences.
- Excellent organizational and project management skills; ability to manage multiple priorities and deadlines.
- Proactive, collaborative, and able to work effectively across teams and with senior stakeholders.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), A.I.
- High level of professionalism, discretion, and commitment to delivering quality work.
Preferred qualifications, capabilities, and skills:
- experience with CRM or client tracking systems
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
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Join the Client Engagement Team supporting and strengthening relationships with priority clients and senior leaders.
This job is no longer accepting applications
See open jobs at Aumni.See open jobs similar to "Client Engagement Team Analyst" Demo Capital.