Chase · 22 hours ago
J.P. Morgan Advisors - Senior Client Service Associate, Lead - Chicago, IL
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Senior Level
5+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. 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 clients, responsible for building client relationships and managing the daily workload of Client Service Associates.
BankingFinancial Services
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
Qualification
Required
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
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
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
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
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