J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs. 

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 our clients. You will be responsible for establishing, maintaining, and building client relationships, working 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. This role offers the opportunity to become a Subject Matter Expert within the team, manage Client Service Associates’ daily workload, and help develop and execute the overall strategy of the team.

Job 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. 

Required qualifications, capabilities, and skills:

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 qualifications, capabilities, and skills:

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