Wealth Management Client Services Associate

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Client Service Associate for J.P. Morgan Advisors, focusing on deposit product service and client relations. You will be the primary contact for deposit-related needs and support collaboration with Financial Advisors and operations teams.

The role provides opportunities to work with a skilled team and may include pursuing Series 7/63 licenses. Strong communication and multitasking skills are essential to deliver a seamless client experience.

Qualifications

• 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.
• College degree or equivalent experience is preferred.

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.

Skills

Team player

Excellent communication

Multi-tasking

Adaptability

Problem-solving

MS Office

Proprietary software learning

Education

College degree or equivalent experience

Tools

Microsoft Office Suite

Internet/Intranet

Job description

JPMorgan Chase & Co. in the United States seeks a Client Service Associate for J.P. Morgan Advisors, focusing on deposit product service and client relations. You will be the primary contact for deposit-related needs and support collaboration with Financial Advisors and operations teams.

The role provides opportunities to work with a skilled team and may include pursuing Series 7/63 licenses. Strong communication and multitasking skills are essential to deliver a seamless client experience.