Client Service Analyst

Posted 2 Days Ago
Philadelphia, PA
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Client Service Analyst will support sales efforts by assisting with the client onboarding process, ensuring smooth communication and documentation while managing customer escalations. The role involves collaborating with various stakeholders and maintaining accurate records of activities to enhance customer experience and achieve revenue goals.
Summary Generated by Built In

Job Description
If you're passionate about Sales, you have found the right team.
As a Sales Support Associate in Healthcare Payments, you will play a crucial role in assisting the sales team to meet revenue goals by ensuring a smooth client onboarding process. You will balance client needs with firm policies, demonstrating excellent attention to detail and clear communication to provide an outstanding customer experience.
Job Responsibilities:

  • Support Sales and Account Management teams in achieving annual revenue targets.
  • Develop a thorough understanding of InstaMed solutions, products, and processes.
  • Collaborate with internal and customer stakeholders, including C-suite executives, to complete enrollment materials.
  • Review, submit, and initiate contracts for underwriting and implementation.
  • Manage maintenance tasks for incoming account requests.
  • Resolve customer escalations and provide timely updates to stakeholders.
  • Maintain accurate documentation of all relevant activities.


Required qualifications, capabilities, and skills:

  • Strong interpersonal skills and ability to build relationships with internal stakeholders.
  • Creative problem-solving skills and the ability to think strategically.
  • Quick learner with the ability to articulate InstaMed's value proposition.
  • Sound judgment in setting expectations and managing sensitive situations.
  • Excellent organizational skills for managing daily tasks and follow-ups.
  • Experience in a customer-facing role.


Preferred qualifications, capabilities, and skills :

  • Experience in healthcare technology.
  • Proficiency with Salesforce.
  • Bachelor's degree or higher.


About Us
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 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

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What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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