JPMorgan JP Morgan Advisors - Client Service Associate Plano TX 

United States, Texas, Plano 

560084902

As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. You will be responsible for establishing, maintaining and building client relationships. You will work 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 position offers the option to obtain Series 7 and Series 63 licenses.

Responsibilities:

• Provide high quality, high touch service to J.P. Morgan Advisors clients across the deposit product offering.
• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
• Research, follow-up and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch/operations areas and other staff in a timely and professional manner
• Manage general account inquiries and maintenance, including but not limited to transactions, balance, address changes and signer changes
• Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service.

Required qualifications, capabilities, and skills:

• 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
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
• Ability to learn proprietary software and databases

Preferred qualifications, capabilities, and skills:

• College degree or equivalent experience
• Financial services and/or banking industry experience
• 1-3 years of client service experience