J.P. Morgan Advisors - Senior Client Service Associate job opportunity at JPMorganChase.

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JPMorganChase J.P. Morgan Advisors - Senior Client Service Associate
Experience: 3-years
Pattern: full-time
Country:
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Salary:
Status:

Advisor

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loacation Dallas, United States Of America
loacation Dallas....United States Of America

Provide #high quality, high touch service to #J.P. #Morgan #Advisor clients across the deposit product offering. Manage time efficiently while processing a high #volume of transactions by #email and phone Develop interpersonal relationships with our Front Office teams #Develop an understanding of the #role Banking plays in the larger client relationship; manage complex client relationships, inquiries and a level one escalation for junior Client Service Associates Partner with leadership with the onboarding and training of new Client Service #Associates Manage daily client transactions and inquiries accurately, within established #deadlines, and in accordance with existing policies and #procedures #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 Manage general account inquiries and maintenance, including but not limited to: transactions, balance, address changes and signer changes Demonstrate #versatility and client responsiveness by performing all department functions as needed #Coordinate and follow through on account inquiry, transaction and #maintenance requests across products and services: United States #Dollar and foreign currency #monetary #transactions, #demographic updates, checkbook and accessory ordering, #debit card requests, statement requests, transactions and balance inquiry, #tax reporting inquiries, #client exception requests

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