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Wealth Management | J.P. Morgan Securities | Client Service Associate

Req #: 170104542
Location: Chicago, IL, US
Job Category: Asset Management
Potential Referral Amount: 0 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 (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            
    • Statement requests
    • Tax reporting inquiries
    • Support of online service
Qualifications:
  • 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 preferredAbility 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
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