J.P. Morgan Advisors - Client Service Associate - Dallas, TX

About the position

As a Client Service Associate at J.P. Morgan Advisors, you will serve as the primary point of contact for clients' deposit account service needs. This role focuses on building and maintaining client relationships while collaborating with various teams to ensure a seamless client experience. You will manage client transactions, inquiries, and account maintenance, providing high-quality service tailored to the specific needs of ultra-high net worth clients.

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.
• 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.
• Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service.

Requirements

• 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
• Ability to adapt to a rapidly changing business and technology environment
• Exceptional problem-solving skills
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
• Ability to learn proprietary software and databases

Nice-to-haves

• College degree or equivalent experience
• Financial services and/or banking industry experience
• 1-3 years of client service experience