J.P. Morgan Advisors

About the Role

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.

As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. You will be responsible for establishing, maintaining, and building client relationships. You will work 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.

This position offers the option to obtain Series 7 and Series 63 licenses.

Key Responsibilities

• Provide high quality, high touch service to J.P. Morgan Advisors 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, including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries, and support of online service.

Requirements & Tech Stack

• Microsoft Office Suite (Word, Excel, and PowerPoint)
• Internet/Intranet proficiency
• Ability to learn proprietary software and databases

Qualifications

• 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.

Preferred Qualifications

• College degree or equivalent experience.
• Financial services and/or banking industry experience.
• 1-3 years of client service experience.