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Client Relationship Manager - Insurance Group - VP

Dallas, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
  • Experience:
    15-20 years
Job Description:
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Provide a high touch, high value experience to the client base. Including responding to all inquiries within a two hour time frame and updating clients on the status of open items daily until resolution.

Meet with every assigned client quarterly to build relationships including meeting with contacts in the areas outside of treasury (accounts payable and accounts receivables as necessary)

Maintain client profiles identifying account structures and products utilized

Conduct annual relationship reviews with clients within the portfolio

Proactively notify clients of operational issues that could impact their treasury operations, including but not limited to any migration or remediation projects or system outages.

Actively participate in deal team meetings as new products and services are added to your client relationships in coordination with the assigned TMO or Sales Associate

Actively manage client expectations and communicate clearly with all levels within the client as needed

Proactively review account analysis statements on a monthly basis to identify pricing inconsistencies, billing errors, opportunities to convert paper based solutions to electronic, and protect the client’s from fraud. Partner with assigned TMO and Sales Associate prior to taking action.

Lead and own the resolution of all client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner with a high degree of urgency.

Understand product enhancements/changes that are introduced through quarterly enterprise releases, and the impact to client base and educate clientsas needed in coordination with the TMO and Sales Associate

Demonstrate thorough understanding of each client’s authorization structure, documentationand adhere to client and bank requirements

Deliver the firm through the coordination of business partners and ensure the client has appropriate visibility within operations

Authorize financial refunds and adjustments within the approved guidelines

Facilitate the negotiation of product or account documentation including blocked account agreements in coordination with appropriate partners and legal


Bachelor’s degree and a minimum 15 years equivalent work experience strongly preferred. Candidates who possess a CTP or PMI certification with less than 15 years of experience will be considered  

A minimum of seven years or equivalent customer service, project management, KYC, operations, sales or management experience, preferably in the financial service industry

Strong interpersonal skills

Strong project management skills with proven ability to manage competing priorities

Strong verbal and written communication skills

Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.

Documented history of independent decision making and problem solving skills

Extensive knowledge of deposit and treasury products, payment systems, and associated regulatory environments including KYC and accountdocumentation

Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services

Ability to understand complex customer structures

Strong presentation skills

Proficient in all Microsoft Office products

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