Client Experience Associate - Financial Analysis & Reporting

Client Experience - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Client Experience - Associate within the International Private Bank Client Experience team, you will partner with global stakeholders to drive lead acquisition, client care, and comprehensive reporting. Through effective collaboration, timely project execution, and alignment with organizational goals, the team delivers impactful results.
This role is responsible for producing accurate metrics and reports for Senior Leadership, focusing on complaint management and new client development. The position also includes identifying and implementing process improvements and automation opportunities. Success in this role requires curiosity, strong communication, and analytical skills.

Job responsibilities 

• Deliver accurate and timely daily, weekly, and monthly reports to the Client Experience team and IPB senior management
• Provide ad-hoc, value-added analysis to support root cause investigations and data-driven decision making
• Collaborate with Finance, business managers, and technology teams to ensure data quality and relevant reporting
• Independently manage day-to-day workload and contribute to the team’s book of work, escalating issues as needed
• Liaise with colleagues globally to promote best practices and consistency
• Share knowledge and provide coverage across the team as required

Required qualifications, capabilities, and skills

• 8 years of relevant experience
• Familiarity with Private Banking products and services
• Advanced proficiency in reporting tools (Excel, VBA, Alteryx, Tableau, Python)
• Excellent written and verbal communication skills
• Strong analytical and quantitative abilities with attention to detail
• Proven ability to manage projects and workloads across multiple teams and locations
• Creative problem-solving skills
• Flexibility to adapt to evolving business priorities
• Ability to leverage business knowledge and contribute to strategic direction

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.

Experience Level

Senior Level