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

JPMorgan Chase & Co.; Dallas (TX); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Dallas is seeking a Client Service Associate within J.P. Morgan Advisors.

You will serve as the primary contact for deposit service needs, build and maintain client relationships, and collaborate with Financial Advisors, Sales Associates, Product Management, and Operations to deliver a seamless client experience across deposit products. This role offers the potential to obtain Series 7 and Series 63 licenses, supporting career growth within a leading financial firm

Qualifikationen

• Ability to work both independently and as a team player.
• Excellent written and oral communication skills.
• Ability to multi-task and manage priorities effectively.
• Adapt to a rapidly changing business and technology environment.
• Strong problem-solving skills.
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint).
• Ability to learn proprietary software and databases.

Aufgaben

• 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 deadlines and policies.
• Research, follow-up and resolve client inquiries with clients, advisors, product partners and operations staff.
• Manage general account inquiries and maintenance (transactions, balance, address changes, signer changes).
• Coordinate account inquiry, transaction and maintenance requests across products and services including opening and funding, USD and foreign currency transactions, and statement requests.

Kenntnisse

Client service

Communication

multitask

Teamwork

Adaptability

Problem solving

MS Office

Learning new software

Ausbildung

College degree or equivalent experience

Tools

MS Office Suite

Jobbeschreibung

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.

Requiredqualifications, 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