JPMorgan JP Morgan Advisors - Client Service Associate Lead 

United States, Illinois, Chicago 

522468896

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