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JPMorgan Chase Client Service Associate - Online Support - Wealth Management - US Private Bank - Chicago - 210027396 in Chicago, Illinois

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the J.P. Morgan Securitie's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.

The Client Service Associate is the primary point of contact for all online related needs of a Private Banking client. He/she is responsible for assisting Private Bank clients with all aspects of the online experience. The Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and integrated approach to the J.P. Morgan Securities client online experience. Strong online and systems skills are essential. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.

Responsibilities:

  • Provide high quality, high touch service to J.P. Morgan Securities clients over the phone and by email. Responsible for assisting clients and advisors with all aspects of the online experience

  • Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts

  • 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

  • College degree or equivalent financial services/banking industry experience preferred

  • Client service experience preferred

  • Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases.

  • Strong to exceptional interpersonal, verbal and written communication skills

  • Experience with banking and investment products, including online banking

  • Ability to work both independently and as a team player

  • Ability to multi-task and manage priorities effectively

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

  • Exceptional problem-solving skills

  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)

  • Weekend and evening work required on an as needed basis

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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