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

About the Role

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S.-based clients and their advisors personalized service and global resources. As a Client Service Associate, you will be the primary point of contact for all deposit account service-related needs, establishing and maintaining client relationships in a team-oriented environment.

Responsibilities

• Provide high-quality, high-touch service to J.P. Morgan Advisors clients across deposit products.
• Manage daily client transactions and inquiries accurately, within deadlines, and in accordance with policies.
• Research, follow up, and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, and operations teams.
• Manage general account inquiries and maintenance, including transactions, balance, address changes, and signer changes.
• Coordinate and follow through on account inquiries, transactions, and maintenance requests, including account opening, funding, USD and foreign currency transactions, credit drawdowns/paydowns, card requests, statement requests, tax reporting, and online service support.

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, PowerPoint) and Internet/Intranet.
• Ability to learn proprietary software and databases.

Qualifications

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

Benefits

• Competitive total rewards package, including base salary based on role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles.
• Comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

This position offers the option to obtain Series 7 and Series 63 licenses.