J.P. Morgan Advisors - Senior Client Service Associate - Plano, TX
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About The Position
The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor's client. This role is responsible for establishing, maintaining, and building client relationships. The Client Service Associate works 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. In this position, you will provide high quality, high touch service to J.P. Morgan Advisor clients across the deposit product offering. You will manage your time efficiently while processing a high volume of transactions by email and phone. Developing interpersonal relationships with our Front Office teams is crucial, as is understanding the role Banking plays in the larger client relationship. You will manage complex client relationships, inquiries, and serve as a level one escalation point for junior Client Service Associates. Additionally, you will partner with leadership in the onboarding and training of new Client Service Associates. Your responsibilities will include managing daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. You will 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. You will also manage general account inquiries and maintenance, including but not limited to: transactions, balance, address changes, and signer changes. Demonstrating versatility and client responsiveness by performing all department functions as needed is essential. You will coordinate and follow through on account inquiry, transaction, and maintenance requests across products and services, including United States Dollar and foreign currency monetary transactions, demographic updates, checkbook and accessory ordering, debit card requests, statement requests, transactions and balance inquiry, tax reporting inquiries, and client exception requests.
