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Client Service Associate - JPMS - Online Demo - Chicago

Req #: 180024504
Location: Chicago, IL, US
Job Category: Customer Service
Potential Referral Amount: 1000 US Dollar (USD)

Client Service Associate Job Description


The Client Service Associate is the primary point of contact for all online related needs of a J.P. Morgan Securities client.  He/she is responsible for providing demonstrations of the J.P. Morgan Securities online experience to prospects, remotely and in person, as well as assisting existing high/ultra high net worth clients with all aspects of the online experience.  The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and integrated approach to the J.P. Morgan Securities client online experience. Strong familiarity with technology and exceptional presentation skills are essential. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.
  • Provide online demonstrations to J.P. Morgan Securities prospects and clients remotely and in person   
  • Provide high quality, high touch service to J.P. Morgan Securities clients over the phone and by email
  • Responsible for assisting clients and advisors with all aspects of the online experience
  • Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
  • 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


  • College degree or equivalent financial services/banking industry experience required
  • Client service experience preferred
  • Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
  • Exceptional interpersonal, verbal and written communication skills.
  • Experience with banking and investment products, including online banking.
  • Ability to expertly present and promote online tools and services to clients and prospects         
  • Ability to work both independently and as a team player
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills  
  • Ability to travel required


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