J.P. Morgan Advisors - Senior Client Service Associate - Chicago, IL

Job Description

The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor’s client.  This role is responsible for establish maintaining, and building client relationships.  The Client Service Associate works in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams to deliver a seamless and integrated client experience across all deposit products.

 

Job responsibilities:

• Provide high quality, high touch service to J.P. Morgan Advisor clients across the deposit product offering.
• Manage time efficiently while processing a high volume of transactions by email and phone
• Develop interpersonal relationships with our Front Office teams
• Develop an understanding of the role Banking plays in the larger client relationship; manage complex client relationships, inquiries and a level one escalation for junior Client Service Associates
• Partner with leadership with the onboarding and training of new Client Service Associates
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch/operations areas and other staff in a timely and professional manner
• Manage general account inquiries and maintenance, including but not limited to: transactions, balance, address changes and signer changes
• Demonstrate versatility and client responsiveness by performing all department functions as needed
• Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services: United States Dollar and foreign currency monetary transactions, demographic updates, checkbook and accessory ordering, debit card requests, statement requests, transactions and balance inquiry, tax reporting inquiries, client exception requests

 

Required qualifications, capabilities, and skills:

• College degree or equivalent experience 
• Minimum 3 years of client service experience 
• FINRA Series 7 and Series 63 licenses required (or must obtain within 180 days of employment).
• Ability to work with minimal oversight
• Excellent communication skills, both written and oral
• Ability to simultaneously manage and effectively prioritize incoming requests via email and phone
• Ability learn proprietary software and databases and adapt to a rapidly changing business and technology environment. 
• Ability to analyze an inquiry and determine the appropriate solution leveraging available resources

 

Preferred qualifications, capabilities, and skills:

• Financial services and/or banking industry experience

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​