Tampa, FL, USA
22 days ago
Client Service Analyst Portuguese and Spanish

If you're passionate about reporting and metrics, you have found the right team.

As a Client Service Analyst in Trade Client Access, you will manage user profile maintenance requests and process new user setups via phone and email inquiries. This role will challenge you to expand your skills and help the team meet the needs of our suppliers, clients, and internal partners. You will be expected to achieve defined call center performance goals, including efficiency, client satisfaction, quality, and controls.

Key Responsibilities:

Provide technical and transactional support via phone and email. Create user entitlements for JPMorgan Portal and Trade Products for Trade and Working Capital Clients. Resolve all supplier inquiries within SLAs and provide status updates. Adhere to a 24-hour turnaround for new setups, entitlement requests, and other key performance metrics. Collaborate with internal teams to drive timely resolution. Participate in daily team chats to communicate issues requiring escalation or to assist team members. Escalate identified client issues or product deficiencies to product management partners. Actively review open inquiries to expedite resolution. Provide SME support on programs delivered by TS Training and assess participant proficiency. Serve as a peer coach, sharing best practices with new hires or analysts learning new tasks. Ensure proper handling and disposition of case tracking records.

Required Qualifications, Capabilities, and Skills:

Proficiency in Portuguese, Spanish, and English (written and verbal) is mandatory. 2 years of call center experience. Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and related procedures. Effective problem-solving skills. Strong time management and organizational skills. Ability to exercise sound judgment and make effective decisions. Ability to prioritize, handle multiple tasks, and work under pressure in a team environment. A self-starter who does not require close supervision.

Shift: Monday-Friday 8 AM - 6:30 PM

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