United States Job Openings

JPMorgan Chase & Co

J.P. Morgan Advisors - Senior Client Service Associate

Plano

FULL TIME

August 29, 2024

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 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 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
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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