Jp Morgan Advisors - Senior Client Service Associate jobs at Jpmorgan in United States, Plano
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Plano
277 jobs found
21.09.2024
JPM
JPMorgan JP Morgan Advisors - Senior Client Service Associate United States, Texas, Plano
Provide high quality, high touch service to J.P. Morgan Advisor clients across the deposit product offering. Manage time efficiently while processing a high volume of transactions by email and phone....
Assist self-directed on-line customers with service inquiries. Assist Clients with escalated issue resolution, event alert notifications and general service inquiries. Interface with customer via Secure Message Center (internal messaging applications)...
Leverage industry knowledge and experience to assist clients with a variety of complex inquiries, including, but not limited to equities, mutual funds, derivatives, margin, debt instruments, forex, and hedge funds....
Assist self-directed on-line customers with service inquiries related to:Navigation of Chase.com (Helping clients self-service online)Trade Support (Corrections, Order inquires, trade exception resolution, credit risk)Cost Basis updates/Tax related inquiriesDividend/Corporate Action inquiriesMargin...
Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates. Support Private Client Investment Associate performance and development through onboarding and training,...
Engage clients in retirement discussions to better understand their retirement questions and longer-term goals resulting in referrals to grow business with the firm. Provide exceptional service and flawless execution on...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Provide high quality, high touch service to J.P. Morgan Advisor clients across the deposit product offering. Manage time efficiently while processing a high volume of transactions by email and phone....
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