J.P. Morgan Advisors - Client Service Associate Lead - Chicago, IL

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 Lead 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:

• Subject Matter Expert on all roles within the team.
• Develop and execute training plans for new and current associates. Able to manage escalations and complex requests.
• Authorized to review and approve service request tickets that do not require an exception, Certified to complete ECB for high risk wires.
• Manage Client Service Associates’ daily workload, the distribution of cases (casper), compliance training and team member development.
• Help develop and execute the overall strategy of the team.
• Complete high dollar approvals.
• Review and approve written correspondences.
• Meet with advisors, client associates and product partners regularly to ensure service expectations are met.
• Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, Financial Advisors, Client Associates, product partners, branch/operations areas, and other partners in a timely and professional manner.
• Evaluate employee performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process.

Required qualifications, capabilities, and skills:

• College degree or equivalent experience required; 3-5 years of client service experience required.
• FINRA Series 7, 63 and 24 or 9/10 required, or obtained within 6 months of hire.
• 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.

Preferred qualifications, capabilities, and skills:

• Financial services and/or banking industry experience preferred.
• Ability to adapt to a rapidly changing business and technology environment.
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
• Ability to learn proprietary software and databases.