Wealth Management Deposits Client Service Associate

JPMorganChase; Chicago (IL); On-site; USD 52,000 - 76,000; 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 in Chicago. You will be the primary contact for deposit account service needs, building client relationships with advisors and operations teams to deliver a seamless experience across deposit products.

This role offers the potential to obtain Series 7 and Series 63 licenses, facilitating growth within the wealth management team and expanding client service capabilities.

Qualifications

• Ability to work independently and as a team player.
• Excellent written and oral communication.
• 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.

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 deadlines.
• 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

Communication skills

Multi-tasking

Team player

Problem-solving

Microsoft Office

Learning proprietary software

Education

College degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Internet/Intranet

Proprietary software

Databases

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, seeks a Client Service Associate in Chicago. You will be the primary contact for deposit account service needs, building client relationships with advisors and operations teams to deliver a seamless experience across deposit products.

This role offers the potential to obtain Series 7 and Series 63 licenses, facilitating growth within the wealth management team and expanding client service capabilities.