JPMorgan Chase Wealth Management | Private Banking Service Center | Client Service Associate in Chicago, Illinois
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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 Private Bank’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 Center Specialist provides telephone based support to Private Banking Clients inclusive of account and transaction inquiries and works with members of the broader Client Service organization to respond to clients' service related needs. The Client Service Center Specialist works in a team-oriented environment with Client Service Associate, Middle Office and operations teams to deliver a seamless and integrated client experience across all Private Banking and firm products. 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.
Provide high quality, high touch telephone based service to Private Banking clients across the full product spectrum
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 requests through effective interaction with clients, Client Service Associate teams, product partners, branch/operations areas and other staff in a timely and professional manner and in accordance with policies and procedures
College degree or equivalent financial services/banking industry experience required
Client service experience preferred
Experience with a wide range of financial service products including online banking
Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
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)
Weekend and evening work required
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.