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Client Ops Associate II
Client Ops Associate II-March 2024
Plano
Mar 28, 2026
About Client Ops Associate II

  You are a production fast-paced environment enthusiast. You have found the right team!

  As a Client Ops Associate II in the Merchant Services Customer Service you will be accountable owning all on-boarding efforts and issues, from end to end, navigating the organization processes on behalf of the client and the Implementation team. You need to be highly organized, have a strong client presence with good communication skills, both written and verbal, as well as problem solving skills, strong leadership capabilities and client first attitude.

  Job Responsibilities:

  Lead account onboarding activities including representing boarding on client discovery calls (client facing), identifying client hierarchy, reporting needs, working with the client to prefill boarding documents, coordinate with internal partners to ensure infrastructure needs are established, submitting subsequent support cases to achieve client onboarding and validating client setups in alignment with defined requirements.

  Manage projects by identifying scope, tracking milestones, documentation and next steps via status calls.

  Manage client and stakeholder expectations related to the required boarding documents and activities.

  Adhere to standard policies and controls and quality assurance for Boarding/Maintenance efforts.

  Compiling relevant, accurate data into reports or presentations for stakeholders, sales, clients, and/or executive leadership related to boarding activities.

  Assisting client in all manners related to go-live readiness, adding additional locations and/or maintenance activities while the client is completing the Implementation process.

  Supporting a climate where people of diverse backgrounds and opinions are valued

  Overseeing escalations and implementing solutions that address concerns related to account setup

  Professional, thorough, and organized with strong follow-up skills.

  Required qualifications, capabilities, and skills:

  Minimum 5 years in financial services or merchant acquiring industry knowledge

  Strong time management, project management, change management and organizational skills

  Excellent verbal and written communication skills and end to end problem solving skills

  Ability to lead complex client interactions to drive boarding requirements

  Excellent and efficient skills using MS Excel, PowerPoint tools, Customer Relationship Management tools, and general system navigation

  Ability to balance needs of clients with associated risks and interests of the firm

  Ability to manage multiple and competing priorities in pursuit of business objectives

  Preferred qualifications, capabilities, and skills:

  Interest and/or experience in technology including payments and financial services

  Identify new insights, drawing from experience across businesses; develops logical, actionable recommendations

  Knowledge of bankcard industry and procedures preferred

  Proven high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in unstructured environment

  Schedule

  Monday - Friday 8:00am-4:00pm CST / 9:00am-5:00pm EST

  JPMorgan Chase & Co., 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 and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

  We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

  JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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