J.P. Morgan Advisors Client Service Associate, Chicago, IL (210076402) at JPMorgan Chase Bank, N.A.

Posted in General Business 12 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Chicago, Illinois





Job Description:

JPMorgan Chase& Co. ( NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase& Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com .

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

JPMorgan Securities Overview : At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

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

  • Experience with a wide range of banking products preferred
  • 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) and Internet/Intranet
  • Ability to learn proprietary software and databases

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
  • Client service experience preferred
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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