.P. Morgan Advisors - Senior Client Service Specialist - Dallas, TX

JPMorgan Chase & Co.•Dallas, TX

5h•$75,000 - $115,000•Onsite

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. As a Senior Client Service Specialist within J.P. Morgan Advisors, you work 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.

Requirements

FINRA Series 7 and Series 63 (or 66) licenses required within 180 days of hire
College degree or equivalent experience required; 3 plus years of client service experience required
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; exceptional problem-solving skills
Ability to adapt to a rapidly changing business and technology environment
Can work in a high pace high stress environment and handle the daily volume of requests

Nice To Haves

Financial services and/or banking industry experience preferred
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 established deadlines, and in accordance with existing policies and procedures. Ability to approve transactions initiated by other Client Service Associates
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. Work with escalation contacts and build those relationships
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: Account opening and funding. High dollar USD and foreign currency monetary transactions. High dollar Credit draw downs/pay downs, Credit and debit card requests, Statement requests Tax reporting inquiries, Support of online service
Subject Matter Expert for the specific role, trains the team on updates and trains new hires on overall function. Creates weekly schedules for the team as back up for Leads
Attends meeting with business leaders as an Subject Matter Expert on Banking Servicing Team functions.