Wealth Management | Private Banking | Client Service Associate (Licensed)
Req #: 180099767
Location: Chicago, IL,US
Job Category: Relationship Management/Sales
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
The Client Service Group (CSG) is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.
The Client Service Associate is the primary point of contact for all deposit account service related needs of a J.P. Morgan Securities client. He/she 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.
Provide high quality, high touch service to J.P. Morgan Securities clients across the deposit product offering.
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
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:
Account opening and funding
USD and foreign currency monetary transactions
Credit draw downs/pay downs
Credit and debit card requests
Tax reporting inquiries
Support of online service
College degree or equivalent financial services/banking industry experience required
Series 7 and 63 licenses required for position, and preferred upon hiring, but must be obtained within 120 days of hire
Experience with a wide range of banking products preferred
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
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
Client service experience preferred
Jpmorgan Chase & Co.