Chase ยท 2 months ago
J.P. Morgan Advisors - Senior Client Service Associate - Dallas, TX
100 Crescent Ct, Dallas, TX, 75201, US
Full-time
Onsite
Mid, Senior Level
3+ years expChase is a leading financial services firm, and they are seeking a Senior Client Service Associate to be the primary point of contact for J.P. Morgan Advisors' clients regarding deposit account services. This role involves building client relationships and collaborating with various teams to ensure a seamless client experience.
BankingFinancial Services
Responsibilities
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
Develop interpersonal relationships with our Front Office teams
Develop an understanding of the role Banking plays in the larger client relationship; manage complex client relationships, inquiries and a level one escalation for junior Client Service Associates
Partner with leadership with the onboarding and training of new Client Service Associates
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
Demonstrate versatility and client responsiveness by performing all department functions as needed
Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services: United States Dollar and foreign currency monetary transactions, demographic updates, checkbook and accessory ordering, debit card requests, statement requests, transactions and balance inquiry, tax reporting inquiries, client exception requests
Qualification
Required
College degree or equivalent experience
Minimum 3 years of client service experience
FINRA Series 7 and Series 63 licenses required (or must obtain within 180 days of employment)
Ability to work with minimal oversight
Excellent communication skills, both written and oral
Ability to simultaneously manage and effectively prioritize incoming requests via email and phone
Ability learn proprietary software and databases and adapt to a rapidly changing business and technology environment
Ability to analyze an inquiry and determine the appropriate solution leveraging available resources
Preferred
Financial services and/or banking industry experience
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial IT
2026-01-09
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2026-01-08
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