J.P. Morgan Wealth Management - Client Service Associate

JPMorgan Chase - Elgin, IL

Full-time - Entry Level

Elgin, IL

Credit Intermediation and Related Activities

About the position

As a Client Service Associate at J.P. Morgan Wealth Management, you will be part of a dynamic and inclusive team dedicated to providing exceptional service to clients. This role involves leading a team of Investment Professionals, ensuring high-quality interactions across various client segments, and fostering a positive work environment. You will also engage in employee development and process improvement initiatives, contributing to both client satisfaction and team success.

Responsibilities

• Serve as a Subject Matter Expert (SME) for customer service issues.
• Create an outstanding employee experience and a winning culture.
• Manage day-to-day employee activities including coaching, time keeping, performance management, and recognition.
• Strategically schedule and manage the floor to meet service levels.
• Handle client calls periodically to maintain product and procedure knowledge.
• Act as an expert for internal systems and processes.
• Conduct call observations to review service quality.
• Foster and develop 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 a delegate for certain manager duties and partner closely with Wealth Management teams.

Requirements

• FINRA SIE, Series 7 and 63 (or equivalent) required, along with meeting FINRA continuing education requirements.
• Strong compliance record in previous positions and ability to hold registration in all 50 states.
• Ability to manage multiple priorities in a fast-paced environment and adapt to change.
• Strong business and investment acumen, including knowledge of Investment Products and Individual Retirement Accounts (IRAs).
• Effective client profiling and discussion techniques, active listening skills, and the ability to explain complex concepts simply.

Nice-to-haves

• 2-3 years of experience in financial services, preferably in investment-related roles with a focus on customer service and support.
• Proven experience in a leadership capacity, with the ability to motivate individuals and teams.
• Excellent skills in Microsoft Office, particularly advanced Excel proficiency.
• Excellent communication skills, highly professional, and experienced in creating and presenting information.
• Bachelor's degree in finance, business management, economics, or a related area.