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
* 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
* 2-3 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support
* 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
Chase is a leading financial services fir...
- Rate: Not Specified
- Location: Elgin, US-IL
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210552283
- Posted: 2024-09-27 08:27:03 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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