JPMorgan JP Morgan Wealth Management- Client Service Analyst 

United States, Delaware, Wilmington 

448760686

Job Responsibilities:

• Monitor money transfer queue and performing outbound client calls for verification/confirmation.
• Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations.
• Provide high quality, high touch service to J.P. Morgan Advisors Financial Advisors/Client Associates.
• Coordinate and follow through on Financial Associate/Client Associate requests
• Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner.

Required qualifications, capabilities, and skills:

• Ability to work effectively as a member of a team
• Excellent communication skills, both written and oral
• Ability to multi-task and manage priorities effectively
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Preferred qualifications, capabilities, and skills:

• Client service experience preferred
• Experience with a wide range of investment products preferred
• Bilingual Spanish speaking is preferred
• College degree or equivalent financial services/banking industry experience preferred