Become an integral part of our client operations team, delivering outstanding customer service and support within our service center operations across various products and platforms. This role offers an exciting opportunity to leverage your strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your expertise in change management and continuous improvement will be key in optimizing our service center operations. Join us to make a significant impact on our team's performance and the overall client experience.

As a Client Operations Analyst within our team, you will play a pivotal role in enhancing our client onboarding experience and providing comprehensive support across various products and platforms. Your work will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You'll leverage your knowledge of strategic planning and anti-fraud awareness to ensure smooth operations and safeguard our clients' interests. Your ability to manage change, resolve conflicts, and drive continuous improvement will be key in optimizing our service center operations. With your active listening and questioning skills, you'll effectively engage with internal stakeholders and contribute to achieving our short-term operational goals. Your work will have a significant impact on our team's performance and the overall client experience.

Job responsibilities

• Assist in the end-to-end client onboarding process, ensuring a seamless experience across various products and platforms.
• Contribute to the detection and prevention of fraudulent transactions, utilizing anti-fraud awareness strategies to protect both the client and the institution.
• Support the implementation of automation initiatives, applying knowledge of systems architecture to enhance service center operations.
• Participate in the change management process, aiding in strategic communications and stakeholder impact mitigation.
• Utilize active listening and questioning skills to effectively address client inquiries and troubleshoot issues.

Required qualifications, capabilities, and skills

• Baseline knowledge or equivalent expertise in client service operations
• Demonstrated ability to apply strategic planning principles in a business context, with a focus on resource allocation and long-term goal setting.
• Familiarity with anti-fraud strategies and their implementation in a banking or financial service environment.
• Experience with basic systems architecture and automation technologies, with an emphasis on their application in operational optimization.
• Proficiency in active listening and questioning techniques, with the ability to use these skills to effectively address client inquiries and troubleshoot issues.

Preferred qualifications, capabilities, and skills

• Experience in managing client relationships and resolving operational challenges.
• Strong analytical skills to assess and improve operational processes.
• Excellent communication skills to effectively interact with clients and team members.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans