The Client Service Representative is responsible for receiving and tracking all client requests and inquiries for tax reporting, projects, custom reporting and operational errors/updates.

Qualifications:

Minimum 3 years experience in client service
Strong client management skills
Strong risk management, strategic thinking and planning skills
Highly motivated, ability to act without direct supervision
Excellent time management and prioritization skills
Creative problem solving skills - working across the organization to solution issues and implement for the client
Communication skills - excellent oral and written business communication skills, ability to present information clearly and concisely to groups, ability to chair facilitate meetings with client and managers
Identify and promote service improvement, efficiencies and opportunities
Proficiency in MS Office Products (Word, Excel, PowerPoint)

Preferred Skills/Experience:
ERISA and retirement plan knowledge
Benefit Payment experience
Position Summary
Clearance, Settlements, Client Inquiries, Custody and various other aspects in support of our Broker Dealer clientele.

Education:
Bachelor degree - Business preferred

Skills required are advanced:
Organizational skills
Attention to detail
Problem solving
MS Office skills-must be at least intermediate level of excel user
Oral & written communication
Client relationship
Time management
Analytical skills

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