JP Morgan Advisors - Client Service Associate Specialist - Dallas TX
JP Morgan Advisors - Client Service Associate Specialist - Dallas TX
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Job Description
J.P. Morgan Advisors the ultrahigh net worth division of J. P. Morgan Wealth Managementoffers 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 within J.P. Morgan Advisors you will be the primary point of contact for all deposit account servicerelated needs of a J.P. Morgan Advisors client. You will be responsible for establishing maintaining and building client relationships. You will work in a teamoriented 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 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 followup 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.
Requiredqualifications capabilities and skills:
- FINRA Series 7 and Series 63 licenses required (or must obtain within 180 days of employment)
- Ability to work both independently and as a team player
- Excellent communication skills both written and oral
- Ability to multitask and manage priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Exceptional problemsolving 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
- 13 years of client service experience
Required Experience:
IC
Employment Type
Full-Time
