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

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

JP Morgan Chase

Chicago, IL

Full-time

Medical, Retirement

Posted 13 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 469 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. 

As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. You will be responsible for establishing, maintaining and building client relationships. You will work 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.

This position offers the option to obtain Series 7 and Series 63 licenses.

Job Responsibilities:

  • Provide high quality, high touch service to J.P. Morgan Advisors clients across the deposit product offering.

  • 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

  • Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service. 

Required qualifications, capabilities, and skills:

  • Ability to work both independently and as a team player

  • Excellent communication skills, both written and oral

  • Ability to multi-task and manage priorities effectively

  • Ability to adapt to a rapidly changing business and technology environment

  • Exceptional problem-solving skills

  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet

  • Ability to learn proprietary software and databases

Preferred qualifications, capabilities, and skills:

  • College degree or equivalent experience 

  • Financial services and/or banking industry experience 

  • 1-3 years of client service experience 

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

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. 

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