Apply Now    

Wealth Management | Private Banking Service Center | Client Service Associate

Req #: 170102558
Location: Chicago, IL, US
Job Category: Customer Service
Potential Referral Amount: 1000 US Dollar (USD)
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 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. 
 
Position Summary:
 
The Client Service Center Specialist provides telephone based support to Private Banking Clients inclusive of account and transaction inquiries and works with members of the broader Client Service organization to respond to clients' service related needs. The Client Service Center Specialist works in a team-oriented environment with Client Service Associate, Middle Office and operations teams to deliver a seamless and integrated client experience across all Private Banking and firm products. Strong online and systems 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 high quality, high touch telephone based service  to Private Banking clients across the full product spectrum
  • 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 requests through effective interaction with clients, Client Service Associate teams, product partners, branch/operations areas and other staff in a timely and professional manner and in accordance with policies and procedures
Qualifications:
  • College degree or equivalent financial services/banking industry experience required
  • Client service experience preferred
  • Experience with a wide range of financial service products including online banking
  • Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
  • 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)
  • Weekend and evening work required
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.