J.P. Morgan Advisors Senior Client Service Associate, Specialist Chicago, IL
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 75000 - 95000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. This role is responsible for establishing 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 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.Ability to approve transactions initiated by other Client Service Associates
- 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.Work with escalation contacts and build those relationships
- 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:
- Account opening and funding
- High dollar USD and foreign currency monetary transactions
- High dollar Credit draw downs/pay downs
- Credit and debit card requests
- Statement requests
- Tax reporting inquiries
- Support of online service
- Subject Matter Expert for the specific role trains the team on updates and trains new hires on overall function. Creates weekly schedules for the team as back up for Leads
- Attends meeting with business leaders as an Subject Matter Expert on Banking Servicing Team functions.
Required qualifications capabilities and skills:
- FINRA Series 7 and Series 63 (or 66) licenses required within 180 days of hire
- College degree or equivalent experience required; 3-5 years of client service experience required
- 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; exceptional problem-solving skills
- Ability to adapt to a rapidly changing business and technology environment
- Can work in a high pace high stress environment and handle the daily volume of requests
Preferred qualifications capabilities and skills:
- Financial services and/or banking industry experience preferred
- Proficiency with Microsoft Office Suite (Word Excel and PowerPoint) and Internet/Intranet
- Ability to learn proprietary software and databases
Required Experience:
Senior IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
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 ov ... View more
