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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 Advisors clients across the deposit product offering.

+ Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Ability to approve transactions initiated by other Client Service Associates

+ 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. Work with escalation contacts and build those relationships

+ Manage general account inquiries and maintenance, including but not limited to: transactions, balance, address changes and signer changes

+ Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services:

+ Account opening and funding

+ High dollar USD and foreign currency monetary transactions

+ High dollar Credit draw downs/pay downs

+ Credit and debit card requests

+ Statement requests

+ Tax reporting inquiries

+ Support of online service

+ Subject Matter Expert for the specific role, trains the team on updates and trains new hires on overall function. Creates weekly schedules for the team as back up for Leads

+ Attends meeting with business leaders as an Subject Matter Expert on Banking Servicing Team functions.

Required qualifications, capabilities, and skills:

+ FINRA Series 7 and Series 63 (or 66) licenses required within 180 days of hire

+ College degree or equivalent experience required; 3-5 years of client service experience required

+ Ability to work both independently and as a team player

+ Excellent communication skills, both written and oral

+ Ability to multi-task and manage priorities effectively; exceptional problem-solving skills

+ Ability to adapt to a rapidly changing business and technology environment

+ Can work in a high pace high stress environment and handle the daily volume of requests

Preferred qualifications, capabilities, and skills:

+ Financial services and/or banking industry experience preferred

+ Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet

+ Ability to learn proprietary software and databases

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

Chicago,IL $75,000.00 - $95,000.00