.P. Morgan Advisors - Senior Client Service Specialist - Dallas, TX

The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P.

Morgan Advisor's client.

This role is responsible for establishing, maintaining, and building client relationships.

As a Senior Client Service Specialist within J.P.

Morgan Advisors, you work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.

Job Responsibilities


* Provide high quality, high touch service to J.P.

Morgan Advisors clients across the deposit product offering.


* Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.

Ability to approve transactions initiated by other Client Service Associates


* 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.

Work with escalation contacts and build those relationships


* Manage general account inquiries and maintenance, including but not limited to: transactions, balance, address changes and signer changes


* Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services:
+ Account opening and funding.

High dollar USD and foreign currency monetary transactions.

High dollar Credit draw downs/pay downs, Credit and debit card requests, Statement requests Tax reporting inquiries, Support of online service


* Subject Matter Expert for the specific role, trains the team on updates and trains new hires on overall function.

Creates weekly schedules for the team as back up for Leads


* Attends meeting with business leaders as an Subject Matter Expert on Banking Servicing Team functions.

Required qualifications, capabilities, and skills:


* FINRA Series 7 and Series 63 (or 66) licenses required within 180 days of hire


* College degree or equivalent experience required; 3 plus years of client service experience required


* 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


* Ability to adapt to a rapidly changing business and technology environment


* Can work in a high pace high stress environment and handle the daily volume of requests


* Preferred qualifications, capabilities, and skills:


* Financial services and/or banking industry experience preferred


* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet


* Ability to learn proprietary software and databases

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