J.P. Morgan Advisors - Senior Client Service Associate
Aumni
Customer Service
Plano, TX, USA
Posted on Aug 28, 2024
Job Description
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:
- College degree or equivalent experience
- Minimum 3 years of client service experience
- FINRA Series 7 and Series 63 licenses required (or must obtain within 180 days of employment).
- Ability to work with minimal oversight
- Excellent communication skills, both written and oral
- Ability to simultaneously manage and effectively prioritize incoming requests via email and phone
- Ability learn proprietary software and databases and adapt to a rapidly changing business and technology environment.
- Ability to analyze an inquiry and determine the appropriate solution leveraging available resources
Preferred qualifications, capabilities, and skills:
- Financial services and/or banking industry experience