A critical part of the process relies on effective working relationships between others Client Service team members, Sales, Product & Implementation. In addition, we work closely with a variety of internal functional partners in order to ensure seamless end to end service delivery.
**Roles and Responsibilities**:(include specific functions/tasks/performance objectives but not limited to)
- Provide the client with support/information regarding interest claims and billing enquiries.
- Act as escalation point for large money movements and escalated transactional enquiries.
- Liaise with Relationship, Product and Operations Managers regarding service issues.
- Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities.
- Identify opportunities for product development and enhancement, and process improvements.
- Eliminate exceptional and manual processes.
- Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates.
- Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct.
- Manage risk through close attention to client overdrafts, unpaid bills etc. and, escalate risk related issues to appropriate parties as required.
- Record client interactions in Navigator (e.g. calls, issues, proactive communications etc.).




- Participate in and support TS initiatives as needed.
- Build solid working relationships with customers and internal partners.
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies.
- Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role.
**Education/ Experience**
- Graduate of any Business course.
- Cash Management and Treasury Services experience/knowledge preferred.
- Client contact experience preferred.
- Fluent written and spoken in English and Spanish.
**Functional Skills/ Knowledge**
- Proven client service experience.
- Cash management/Treasury product knowledge preferred
- Keen attention to detail.
- Strong verbal, written, and interpersonal communication skills, with proven ability to negotiate.
- Ability to manage multiple tasks and prioritize effectively.
- Ability to work in a fast-paced environment.
- Ability to adapt to a changing environment including changes or adjustments to work schedule and overtime.
- Strong organizational and decision-making skills.
- Exhibit ability to work effectively in a team environment.
- Excellent interpersonal skills.
- Demonstrates cultural sensitivity and awareness.
**Technical/ Application Skills**
- Proficient in MS Office Tools: Outlook, Excel and Word.

📌 Payments - Client Service - Associate (Ciudad de México)
🏢 JPMorganChase
📍 Ciudad de México