J.P. Morgan Advisors - Client Service Associate - Dallas, TX

Aumni; Dallas (TX); On-site; USD 52,000 - 66,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Associate to be the primary contact for deposit account service needs. You will build and maintain client relationships while working with Financial Advisors and operations to deliver a seamless experience.

The role offers the option to obtain Series 7 and Series 63 licenses and includes handling transactions, inquiries, and account maintenance across deposit products.

Qualifications

• Ability to work independently and as part of a team.
• Excellent written and oral communication skills.
• Ability to multitask and manage priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Exceptional problem‑solving skills.
• Proficiency with MS Office and ability to learn proprietary software.

Responsibilities

• Provide high quality, high touch service to clients across the deposit product offering.
• Manage daily client transactions and inquiries accurately and on time.
• Research, follow-up and resolve client inquiries with staff and advisors.
• Manage general account inquiries and maintenance (transactions, balance, changes).
• Coordinate account activity across products including opening, funding and statements.

Skills

Independent worker

Excellent communication

Multitasking

Adaptability

Problem solving

MS Office Suite

Proprietary software familiarity

Education

College degree or equivalent experience

Tools

Databases

Internet/Intranet

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

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. 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.

Equal Opportunity Employer/Disability/Veterans

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. Join a team led by an exclusive group of Wealth Advisors to help high net worth individuals and families build and manage their wealth.