Suzanne M. Jongleux has over 40 years of experience in client services and portfolio management in the banking industry. She has a proven track record of improving processes, reducing errors and overdrafts, and ensuring compliance. Her areas of expertise include customer service, document management, staff training, project development, and leadership. She holds a Bachelor's degree in Business Administration and designations including CFP, Series 7, 6, and 65.

1. Suzanne M. Jongleux
Palatine, IL 60074
847-209-4599
suzannemjongleux@gmail.com
PROFILE
Client Service Associate with an extensive background in the banking industry and a
specialty in customer care. Especially effective at organization and designing result driven and
compliant workplace procedures. Strong skills in analysis, document oversight, and relationship
management. Earned a reputation for team-building. Background also includes sales.
Characterized as having an accurate work style with a clear focus on customer satisfaction. Areas
of expertise span a broad range of functions, including:
Customer Service Quality Control Portfolio Review
Staff Training/ Mentoring Document Management Project Development
Invoicing Research Leadership
WORK EXPERIENCE
JPMORGAN CHASE, Chicago, IL 1974– 2014
Client Service Associate (CSA) (2008-2014)
 Serviced clients ensued that account documentation was accurate, processed money movements,
security transfers, and gift requests and displayed knowledge of product offerings.
 Set up team mailbox so that all team members could claim client emails for follow through. This
resulted in greater accountability for completing client requests in a timely manner.
 Utilized IFA Report that projected possible overdrafts due to trade settlements, standing
payments or fees. Review of this file resulted in a 90% reduction of overdrafts in clients’ accounts.
 Encouraged team members to track “Bank with US” wins and reported those wins resulting in a
monetary bonus to the CSAs for additional services or products used by clients.
 Involved in preparation of Know Your Client (KYC) questionnaires, both for new accounts and 3
year reviews, which insures accounts are compliant with current risk standards.
 Developed “Talking Points” for an on-line migration project for team that was adopted
throughout the line of business. This resulted in CSAs being able to communicate effectively with
clients on the changes to their on-line experience.
 Used the Past Due Report to collect $90,000 in outstanding fees resulting in a 47% decrease in
unpaid invoices.
 Instituted a schedule of daily CSA duties that allowed all team members to know who was
responsible for completion of daily tasks in a timely manner thus improving communication
between the team’s CSAs and the team’s advisors. In addition, this insured that all CSAs were
cross trained in policy and procedures needed to complete daily tasks, as well as becoming
familiar with the team’s clients.

2.  Took lead on Daily Overdraft report that resulted in the team’s response rate going from 50% to
95%.
 Reduced Return Mail items by following up to locate correct client mailing addresses reducing
team’s outstanding items to zero (0).
 Coached CSAs in duties implemented by new service model.
Senior Sales Assistant (2007-2008)
 Submitted for approval Asset Allocation mandates for client accounts using current firm asset
allocation models.
 Prepared paperwork for new accounts, including subscription agreements for Hedge Funds and
Limited Partnership.
 Placed trades, money movements and other service requests for clients.
 Trained new members of support staff in policy and procedures needed to perform duties in a
complaint manner.
Portfolio Specialist (2007- 2008)
 Provided administrative and analytical support to a team of 3 Senior Front Office Portfolio
Managers.
 Responsibilities included completing required paperwork and record maintenance, conducting
limited research projects, processing trades, maturities, and providing administrative
coordination with Trading, Operations, and Client Service areas.
 Prepared required monthly portfolio reviews to insure accounts were in line with the current
asset allocation model.
OTHER REVELANT WORK EXERIENCE
Senior Sales Assistant Loan Assistant Teller Manager
Registered Representative Personal Banker Teller
EDUCATION & CERTIFICATIONS
Elmhurst College, Elmhurst, IL
Bachelor of Science (BS) Major: Business Administration
Cum Laude
College of Financial Planning, Centennial, CO
CFP Designation
Official Designations: Series 7, Series 6, Series 65