J.P. Morgan Wealth Management - Client Service Associate

As a Client Service Associate, you will be a part of a fun, engaging, empowered, and inclusive team environment where we care about each other and every client we serve.

You will provide exceptional leadership and effective guidance to a rotating team of Investment Professionals.

These professionals focus on delivering quality interactions and serve a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JPM Private Bank.

Successful Client Service Associates, under the guidance of a Client Service Leader, should bring a passion for developing talent and creating meaningful experiences for both clients and program participants.


* Serve as an Subject Matter Expert "SME" for customer service issues


* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day


* Responsible for day to day employee activities including coaching, time keeping, performance management, and recognition


* Strategic and tactical scheduling and floor management to meet service levels


* Periodically handling client calls to maintain product and procedure knowledge


* Act as an expert for internal systems and processes


* Conducting call observations to review quality of service provided


* Fostering and developing partnerships across the enterprise


* Participate in working groups for various projects or pilot programs to drive process improvement


* Engage in monthly self-development activities


* Act as delegate for certain manager duties


* Partner closely with the Wealth Management teams to ensure a smooth delivery of client and employee experience

Required qualifications, capabilities, and skills


* 2-3 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support


* FINRA SIE, Series 7 and 63 (or equivalent) required, in addition to meeting FINRA continuing education requirements


* Strong compliance record in previous position(s) and ability to hold a registration in all 50 states


* Effectively manage multiple priorities in a fast paced environment; adaptive to change


* Strong business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs) etc.


* Effective client profiling and discussion techniques, active listening skills, and the ability to explain complex concepts simply

Preferred qualifications, capabilities, and skills


* Proven experience in a leadership capacity, ability to motivate at an individual and team level


* Excellent skills in Microsoft Office, particularly advanced Excel proficiency


* Excellent communication skills, highly professional, and experienced in creating and presenting information


* Bachelors degree in finance, business management, economics, or related area

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