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