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As a Client Service Associate Lead within J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of our clients. You will be responsible for establishing, maintaining, and building client relationships, working 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. This role offers the opportunity to become a Subject Matter Expert within the team, manage Client Service Associates' daily workload, and help develop and execute the overall strategy of the team.
Job Responsibilities:
- Act as 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.
- 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; at least 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
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 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
