Senior Client Service Associate

About the Senior Client Service Associate Role at JPMorganChase

The Senior Client Service Associate serves as the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor’s client. This pivotal role is responsible for establishing, maintaining, and building strong client relationships. Working in a collaborative, team-oriented environment, the Senior Client Service Associate partners 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 act as a level one escalation for junior Client Service Associates.
• Partner with leadership for 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 to 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.

Key skills/competency

• Client Service
• Relationship Management
• Deposit Products
• Transaction Processing
• FINRA Series 7
• FINRA Series 63
• Financial Services
• Banking Operations
• Communication Skills
• Problem Solving