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hackajob · 18 hours ago

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

Chicago, IL

Full-time

Onsite

Senior Level

$90K/yr - $130K/yr

5+ years exp

hackajob is collaborating with J.P. Morgan to connect them with exceptional tech professionals for this role. 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 establishing and maintaining client relationships while managing the daily workload of Client Service Associates.

Artificial Intelligence (AI)Generative AIHuman ResourcesRecruitingSoftware

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

FINRA Series 7FINRA Series 63FINRA Series 24Client service experienceMicrosoft Office SuiteMulti-taskingCommunicationProblem-solving skillsTeam playerAdaptability