J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX

Client Service Associate

The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor's client. This role 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.

Job Responsibilities :

• Provide high quality, high touch service to J.P. Morgan Advisor clients across the deposit product offering.
• Manage time efficiently while processing a high volume of transactions by email and phone
• Develop interpersonal relationships with our Front Office teams
• Develop an understanding of the role Banking plays in the larger client relationship; manage complex client relationships, inquiries and a level one escalation for junior Client Service Associates
• Partner with leadership with the onboarding and training of new Client Service Associates
• 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
• Demonstrate versatility and client responsiveness by performing all department functions as needed
• Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services : United States Dollar and foreign currency monetary transactions, demographic updates, checkbook and accessory ordering, debit card requests, statement requests, transactions and balance inquiry, tax reporting inquiries, client exception requests

Required Qualifications, Capabilities, and Skills :

Preferred Qualifications, Capabilities, and Skills :

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans