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

JPMorgan Chase & Co. • Dallas, TX

1d • $27 - $38

About The Position

J.P. Morgan Advisors, the ultra-high-net-worth division of J.P. Morgan Wealth Management, provides U.S.-based clients and their advisors personalized service supported by the resources of a large financial firm. The Client Service Associate is the primary point of contact for J.P. Morgan Advisors clients’ deposit account service needs and is responsible for establishing, maintaining, and building client relationships. The role works with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams to deliver an integrated client experience across deposit products. The position offers the option to obtain Series 7 and Series 63 licenses.

Requirements

• Ability to work independently and as a team player.
• 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 Microsoft Office Suite (Word, Excel, and PowerPoint) and the Internet/Intranet.
• Ability to learn proprietary software and databases.

Nice To Haves

• College degree or equivalent experience.
• Financial services and/or banking industry experience.
• 1–3 years of client service experience.

Responsibilities

• Provide high-quality, high-touch service to J.P. Morgan Advisors clients across deposit products.
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with policies and procedures.
• Research, follow up on, and resolve client inquiries and problems through timely, professional interaction with clients, advisors, product partners, branch and operations areas, and other staff.
• Manage general account inquiries and maintenance, including transactions, balance inquiries, 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, U.S. dollar and foreign-currency monetary transactions, credit drawdowns and paydowns, credit and debit card requests, statement requests, tax reporting inquiries, and online service support.

Benefits

• Competitive total rewards package, including base salary; eligible roles may also receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed