Client Service Account Manager - Payments

📌 Core Information

🔹 Job Title: Client Service Account Manager - Payments

🔹 Company: Chase- Candidate Experience page

🔹 Location: Manila, Manila, Philippines

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Tue Mar 25 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Servicing a portfolio of large corporate or financial institution clients.
• Providing strategic advice and consultation on decision-making.
• Documenting and maintaining an inventory of clients’ business activities.
• Advising clients on account maintenance and addressing service gaps.

ASSUMPTION: This role appears to be heavily focused on client relationship management and advisory services, suggesting that the successful candidate will possess natural relationship-building skills and a strong understanding of the Payments industry.

📋 Key Responsibilities

✅ Document and maintain a comprehensive inventory of clients’ business activities with the bank.

✅ Advise clients on account maintenance activities including signer updates, and board resolution changes.

✅ Act as a proactive partner, reaching out to clients to assess progress and satisfaction.

✅ Identify and address product/service gaps using Payments product capabilities.

✅ Partner with internal teams to develop strategic business plans.

✅ Recommend and participate in product enhancements and service delivery plans.

✅ Meet with clients periodically to stay apprised of their needs.

✅ Work closely with internal client service partners to proactively improve service delivery.

✅ Act as a client advocate with internal partners to enhance service experience.

✅ Educate clients on compliance with risk policies and practices.

ASSUMPTION: The responsibilities indicate a hybrid role of client management and internal collaboration, emphasizing both external client relationship building and internal strategic planning.

🎯 Required Qualifications

Education: Not specified

Experience: Minimum of 3+ years of relevant client service experience.

Required Skills:

• Understanding of core Payments product sets.
• Effective oral and written communication.
• Time management and ability to handle competing priorities.
• Sound judgment in decision-making.
• Ability to partner with global stakeholders.
• Flexibility to adapt to APAC shifts.

Preferred Skills:

• Ability to present information in Mandarin/Cantonese is a plus.

ASSUMPTION: The requirements suggest that bilingual skills, although preferred, are not essential. The focus is on technical understanding and interpersonal skills.

💰 Compensation & Benefits

Salary Range: Not specified, but expected to be competitive given the industry and role level.

Benefits:

• Standard health and wellness benefits.
• Opportunities for professional development.
• Performance bonus potential.

Working Hours: 40-hour work week, with a need for flexibility in shift scheduling.

ASSUMPTION: Compensation is likely aligned with industry standards for similar account management roles at major financial institutions.

📌 Applicant Insights

🔍 Company Context

Industry: Banking and Financial Services

Company Size: Part of J.P. Morgan, a global financial industry leader

Founded: Historical roots in the 1800s, globally influential

Company Description:

• A leader in corporate and investment banking services.
• Serves a wide range of institutional clients internationally.
• Known for strategic financial advisory and innovative financial solutions.

Company Specialties:

• Corporate Banking
• Investment Banking
• Risk Management

Company Website: Chase Careers

ASSUMPTION: The company’s reputation as a reliable financial institution implies a stable and structured working environment.

📊 Role Analysis

Career Level: Mid-level managerial role within the Payments product division

Reporting Structure: Likely report to senior management within Commercial and Investment Banking units

Work Arrangement: On-site presence required, aligning with client-facing interactions

Growth Opportunities:

• Advancement to senior management positions.
• Expansion of portfolio management expertise.
• Opportunities to lead major client accounts.

ASSUMPTION: This role provides significant exposure to strategic banking operations, facilitating considerable career advancement within the bank.

🌍 Location & Work Environment

Office Type: Corporate office environment

Office Location(s): Based in Manila, a key operational hub for Chase.

Geographic Context:

• Located in a major financial district of the Philippines.
• High accessibility to public transport systems.
• Proximity to various commercial and leisure amenities.

Work Schedule: Full-time, requiring flexibility for multi-regional coordination.

ASSUMPTION: Given the role's on-site nature, interaction with both local and international teams is critical.

💼 Interview & Application Insights

Typical Process:

• Online application submission through Chase's career portal.
• Initial phone screening with HR representative.
• In-depth interviews with department leads.

Key Assessment Areas:

• Technical knowledge of Payments products.
• Client service experience and capabilities.
• Interpersonal and communication proficiency.

Application Tips:

• Highlight relevant client service experience in your resume.
• Prepare to discuss previous successes in client satisfaction.
• Express adaptability and flexibility for multi-time zone operations.

ATS Keywords: Client Service, Payments, Account Management, Risk Evaluation, Decision Making

ASSUMPTION: Emphasis is laid on client management skills and technological familiarity in the interview process.

🛠️ Tools & Technologies

• Customer Relationship Management (CRM) software
• Payments processing platforms
• Risk management tools

ASSUMPTION: Understanding of digital platforms for payments and CRM systems is likely essential given the nature of responsibilities.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Innovation
• Teamwork

Work Style:

• Results-oriented with a focus on client satisfaction.
• Collaborative approach in an international team setting.
• Commitment to continuous improvement and learning.

Self-Assessment Questions:

• How comfortable are you in managing high-profile client accounts?
• Can you share past experiences where you improved client satisfaction?
• Are you adaptable to changes in work schedules and environments?

ASSUMPTION: The company places high importance on collaboration and client-focused approaches, necessitating a proactive and adaptive work ethic.

⚠️ Potential Challenges

• Managing client expectations while aligning with internal policies.
• Balancing multiple client portfolios simultaneously.
• Ensuring compliance with evolving regulations.
• Adapting to dynamic market conditions and payment innovations.

ASSUMPTION: The role demands resilience and strategic problem-solving abilities to tackle potential client management complexities.

📈 Similar Roles Comparison

• This role offers more client interaction compared to traditional financial analyst positions.
• Extensive reliance on stakeholder partnerships differentiates it from individual contributor roles.
• Requires a balance of technical Payments expertise and strategic advisory skills, similar to relationship management roles.

ASSUMPTION: Understanding the unique blend of advisory and technical duties will aid in differentiating this position from more specialized financial roles.

📝 Sample Projects

• Redesigning client service processes for a global financial institution.
• Implementing a new payments system for a high-profile corporate client.
• Leading a cross-departmental project to enhance service delivery efficiency.

ASSUMPTION: Projects likely focus on improving client service operations and delivering innovative solutions within the Payments sector.

❓ Key Questions to Ask During Interview

• What is the typical client portfolio size for this role?
• How does this role integrate with the bank's overall client service strategy?
• What are the main challenges faced by team members in similar roles?
• How does the company support professional development within this position?
• What initiatives are in place to ensure compliance with global banking regulations?

ASSUMPTION: Asking strategic questions can provide insights into team dynamics and organizational priorities, which are crucial for career decisions.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare your resume with relevant client service experience.
• Highlight any experience or knowledge with Payments products.
• Consider emphasizing language skills in Mandarin/Cantonese, if applicable.
• Follow up with the recruiter post application to express continued interest.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.