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Wealth Management | Private Bank | Client Service Associate Online Support

Req #: 170113258
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.  The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting Private Bank 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 Private Banking client online experience. 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.

Responsibilities:

  • Provide high quality, high touch service to Private Banking 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 preferred
  • Client service experience preferred
  • Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases.
  • Strong to exceptional interpersonal, verbal and written communication skills
  • Experience with banking and investment products, including online banking
  • 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
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Weekend and evening work required on an as needed basis
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