J.P. Morgan Advisors - Client Associate - Offboarding/Client Service Team
J.P. Morgan
Customer Service
The Client Service team wants you as a Client Associate! By joining J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting J.P.Morgan Advisors’ clients, and Middle Office partners.
Responsibilities:
- Position involves extensive client contact (through both email and phone calls). Individual will be involved in all activities that touch existing clients only.
- Collaborate with both front office and operation teams to complete client and business-related requests.
- Receives orders from clients in diverse products; includes mastering product-specific applications, ensuring completion of necessary documentation.
- Perform account maintenance including money transfer requests, address changes, restrictions, etc.
- Send notifications and action overdraft items for all JPMA deposit accounts.
- Assists and manages ad-hoc projects and reporting.
- Includes frequent exposure to various management teams.
Required qualifications, capabilities, and skills:
- Bachelor's degree or equivalent experience required
- Series 7 & 66 licenses strongly preferred – must successfully obtain within 180 days from start
- Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a high-pressure environment.
Preferred qualifications, capabilities, and skills:
- 2-3 years of Client Service experience, and ability to work on complex issues
- Highly proficient user of Word, PowerPoint, and Excel
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Client Associate, you are a key member of the Offboarding/Client Service team in our mission to create great client experiences