J.P. Morgan Advisors - Senior Client Service Associate
Aumni
J.P. Morgan Advisors - Senior Client Service Associate
Job Information
- Job Identification 210650852
- Job Category Client Service Delivery
- Business Unit Consumer & Community Banking
- Posting Date 31/07/2025, 19:07
- Locations 10 S Dearborn St, Chicago, IL, 60603, US 100 Crescent Ct, Dallas, TX, 75201, US
- Job Schedule Full time
- Job Shift Day
- Base Pay/Salary Chicago,IL $58,200.00-$79,500.00
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
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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