Support Sales and Relationship Management by assisting in client prospecting, preparing marketing materials, and executing onboarding of client solutions.
Job Description
Join our team and play a key role in supporting our Sales and Relationship Management group. As a Sales and Relationship Management Support Analyst, you'll contribute to client prospecting, marketing initiatives, and the execution of tailored solutions. We value proactive, analytical individuals who are eager to learn and grow in a dynamic environment.
As a Sales and Relationship Management Support Analyst, you will assist the team with all activities related to client management. You will support prospecting efforts through industry and company research, contribute to marketing by preparing pitching materials and client proposals, and help execute onboarding and solution implementation. You will report directly to the Treasury Services Associate.
Job Responsibilities
• Analyze, prepare, and update materials for internal presentations and track pipeline deals for the client portfolio• Operate bank platforms to obtain reliable information in a timely manner to support the banking team's daily needs• Track client requests, feedback, and demands, and develop product knowledge to suggest action plans to banking, sales, and product partners• Support the onboarding and implementation of solutions for clients• Collaborate with team members to ensure high-quality client service• Report directly to the Treasury Services Associate
Required Qualifications, Capabilities, and Skills
• Bachelor's degree in Business Administration, Finance, Economics, or related field (or in progress)• Strong analytical and research skills• Proficiency in Microsoft Office (Excel, PowerPoint, Word)• Excellent organizational and time management abilities• Strong written and verbal communication skills• Ability to work collaboratively in a team environment• Attention to detail and proactive approach to problem-solving
Preferred Qualifications, Capabilities, and Skills
• Experience in banking or financial services• Familiarity with sales and client management processes• Experience preparing presentations and marketing materials• Knowledge of banking platforms and reporting tools• Ability to adapt to changing priorities and multitask effectively
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.
Join our team and play a key role in supporting our Sales and Relationship Management group. As a Sales and Relationship Management Support Analyst, you'll contribute to client prospecting, marketing initiatives, and the execution of tailored solutions. We value proactive, analytical individuals who are eager to learn and grow in a dynamic environment.
As a Sales and Relationship Management Support Analyst, you will assist the team with all activities related to client management. You will support prospecting efforts through industry and company research, contribute to marketing by preparing pitching materials and client proposals, and help execute onboarding and solution implementation. You will report directly to the Treasury Services Associate.
Job Responsibilities
• Analyze, prepare, and update materials for internal presentations and track pipeline deals for the client portfolio• Operate bank platforms to obtain reliable information in a timely manner to support the banking team's daily needs• Track client requests, feedback, and demands, and develop product knowledge to suggest action plans to banking, sales, and product partners• Support the onboarding and implementation of solutions for clients• Collaborate with team members to ensure high-quality client service• Report directly to the Treasury Services Associate
Required Qualifications, Capabilities, and Skills
• Bachelor's degree in Business Administration, Finance, Economics, or related field (or in progress)• Strong analytical and research skills• Proficiency in Microsoft Office (Excel, PowerPoint, Word)• Excellent organizational and time management abilities• Strong written and verbal communication skills• Ability to work collaboratively in a team environment• Attention to detail and proactive approach to problem-solving
Preferred Qualifications, Capabilities, and Skills
• Experience in banking or financial services• Familiarity with sales and client management processes• Experience preparing presentations and marketing materials• Knowledge of banking platforms and reporting tools• Ability to adapt to changing priorities and multitask effectively
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
Microsoft Office (Excel
PowerPoint
Word)
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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