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Wealth Management - Client Service Analyst

Req #: 170106139
Location: San Antonio, TX, US
Job Category: Customer Service
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.

Offering an outstanding compensation and benefits package for Series 7 licensed individuals.  Seeking experienced professionals to be part of a high growth organization within a global leader in the financial services industry. 


Offering an outstanding compensation and benefits package for Series 7 licensed individuals.  Seeking experienced professionals to be part of a high growth organization within a global leader in the financial services industry. 


As a Client Service Analyst (CSA) you will be a key member of the J.P. Morgan Securities service team in our mission to create great client experiences.  Client Service Analysts work in a team environment to assist clients with various types of investment and insurance accounts over the telephone. You will also discuss Individual Retirement Accounts, such as Traditional and Roth IRAs.  CSA’ will be asked to become experts in our online platform through By helping clients successfully navigate our website, you will provide them more access and flexibility to service their accounts. You will be responsible for documenting all client conversations and meeting all regulatory requirements around these activities. 


In addition to initiating trades in the capital markets and completing service oriented transactions, Client Service Analysts are specialists in areas involving complex products or unique client and account segments.  You will be expected to have a high degree of competency in certain specialty areas, in addition to mastering our core competencies.  Areas of specialty may include:

  • New client development and onboarding
  • Estates
  • Insurance and annuity products
  • Complex orders (such as trading options, alternatives, large orders, or other unique types of securities involving additional risk to the client or firm)
  • Entity accounts and business retirement plans (e.g. small business, non-profit organizations, pension benefit trusts, money purchase plans, etc.)


In addition to serving our clients, as a Client Service Analyst-I, you will be recognized as a leader within the department.  With your industry experience, CSAs are looked at as a trusted resource for newer employees to learn from and for management to depend on to help create an environment rich with teamwork.  CSAs may be asked to assist with new employee onboarding.  In this dynamic environment, you may participate in working groups for various projects or pilot programs, to drive process improvement.   

  • At least five to ten years of financial services or brokerage experience preferred
  • FINRA Series 7 and 66 (or equivalent) required, in addition to meeting FINRA continuing education requirements
  • Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
  • Excellent telephone communication skills and articulation of speech, displaying a high level of professionalism
  • Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
  • Strong business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs), and Employee Benefit programs required
  • Mastery of effective client profiling discussion techniques, active listening skills, and the ability to make complex concepts simple
  • Extremely organized and detail oriented, demonstrating working knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
  • Ability to manage multiple priorities in a fast paced environment; adaptive to change
  • Ability to be flexible between the hours of 8:00 am – 8:00 pm EST, Monday through Friday, and occasionally Saturdays, 8am-5pm.
  • Bachelor’s degree preferred
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