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JPMorganChase · 2 weeks ago

J.P. Morgan Advisors - Senior Client Service Associate - Chicago, IL

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$58K/yr - $80K/yr

3+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Senior Client Service Associate serves as the primary point of contact for deposit account service-related needs, focusing on building and maintaining client relationships while ensuring high-quality service and transaction management.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

FINRA Series 7FINRA Series 63Client service experienceProprietary software proficiencyFinancial services experienceCommunicationTime managementProblem-solvingTeam collaboration

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

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3471)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)