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Wealth Management - Investment Support Senior Specialist II

Req #: 170122741
Location: Columbus, OH, US
Job Category: Customer Service
Potential Referral Amount: 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.
 
The Client Service Associate is the primary point of contact for all Securities Based Lending (SBL), service related needs of a Chase Private Client (CPC).  The Client Service Associate will be responsible to work in a team-oriented environment with advisors, clients, and operations teams to deliver a seamless and integrated approach across the CPC SBL product.  He/she will be responsible to assist with application requests, maintaining accounts and servicing client requests.  The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
 
ESSENTIAL FUNCTIONS:
 
  • Provide high quality, high touch service to Chase Private clients. Responsible for receiving and reviewing client signed loan documents and the timely submission of the SLB loan applications.  
  • Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures.
  • Coordinate and follow through on client requests for account transaction requests and services (i.e., money movement, advances, credit drawdowns/pay downs, client call- backs, etc.)
  • Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, operations teams and other staff in a timely and professional manner. 
  • Requires 0-2 years related financial industry experience
  • Requires either FINRA Series 7 and 66 licenses or to obtain licenses within 90 days of hire. 
  • Prefer brokerage, annuity or retirement knowledge
  • Proven customer service and professional communications skills
  • Strong customer focus and listening skills
  • An ability to multitask and willingness to learn
  • Leadership skills and a competitive spirit
  • An ability to work closely with team members to achieve both individual and group goals
  • Self discipline
  • Patience 
  • Prefer Bachelor's degree or equivalent work experience
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