J.P. Morgan Advisors - Client Associate – Offboarding/Client Service Team

JPMorgan Chase & Co.•New York, NY

16h

About The Position

The Client Service team wants you as a Client Associate! By joining J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting J.P.Morgan Advisors’ clients, and Middle Office partners.

Requirements

Bachelor's degree or equivalent experience required
Series 7 & 66 licenses strongly preferred – must successfully obtain within 180 days from start
Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a high-pressure environment.

Nice To Haves

2-3 years of Client Service experience, and ability to work on complex issues
Highly proficient user of Word, PowerPoint, and Excel

Responsibilities

Position involves extensive client contact (through both email and phone calls). Individual will be involved in all activities that touch existing clients only.
Collaborate with both front office and operation teams to complete client and business-related requests.
Receives orders from clients in diverse products; includes mastering product-specific applications, ensuring completion of necessary documentation.
Perform account maintenance including money transfer requests, address changes, restrictions, etc.
Send notifications and action overdraft items for all JPMA deposit accounts.
Assists and manages ad-hoc projects and reporting.
Includes frequent exposure to various management teams.