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Wealth Management | U.S. Private Bank | Senior Client Service Associate

Req #: 170104551
Location: Chicago, IL, US
Job Category: Asset Management
Job Description:
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
 
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
 
The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. 
 
Position Summary
The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships. The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Wealth Management products.
 
Core Responsibilities:
  • Client Engagement – provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Risk & Controls Ensuring robust and consistent controls and operating procedures are in place and adhered to and that the team fully meets operating standards, compliance, risk and regulatory requirements. The Senior CSA will serve as the first level of escalation.
  • Market Partnership – effectively collaborate and build relationships with respective client facing teams and internal business groups to deliver and execute client transactions as well as attend client/prospect meetings
  • Business Development - review and identify potential business  opportunities for clients to engage in additional products and services
  • Leadership – strategically impact the Client Service function and team as subject matter expert and advocate for change
 
Qualifications
  • FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 120 days of hire
  • Minimum 3 years of financial services experience
  • College degree or equivalent service experience preferred
  • Experience with a wide array of financial products preferred
  • Demonstrate passion for delivering exceptional client service
  • Strong leadership skills
  • Excellent communication skills, both written and oral
  • Ability to develop and maintain collaborative relationships both internally and with external clients
  • Skilled in multi-tasking and managing priorities effectively
  • Ability to handle complex and challenging situations
  • Ability to identify and escalate issues
  • Team player
  • Ability to adapt to a rapidly changing and fast paced business and technology environment
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook. General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
 
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