J.P. Morgan Advisors - Client Service Associate - Chicago, IL
JPMorgan Chase & Co.
J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisors client. You will be responsible for establishing, maintaining and building client relationships. You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products. This position offers the option to obtain Series 7 and Series 63 licenses. Job 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. Required qualifications, capabilities, and skills:
- 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
- College degree or equivalent experience
- Financial services and/or banking industry experience
- 1-3 years of client service experience
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...customer service while maintaining a strong... ...Client Investment Associate in J.P. Morgan Wealth... ...to our Private Client Advisors. Your role will encompass...Suggested
- Job Overview At J.P. Morgan Chase, we are committed to helping clients, caring for employees, building relationships, and delivering exceptional customer service while maintaining a strong focus on diversity... .... Responsibilities Support Advisors’ book of business, including...Suggested
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL Chicago, IL, United States Job Information Job Identification: 210656584 Job Category: Advisors... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...SuggestedFull time- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a...Suggested
$75k - $85k
Senior Client Services Associate - Chicago, IL About the Job The Mather Group (TMG) is seeking a highly motivated... ...for providing support to advisors and clients while collaborating with... ...TMG. TMG does not provide legal advice. #J-18808-Ljbffr The Mather GroupSuggestedFull timeWork at office- J.P. Morgan Wealth Management - Private Client Advisor Location: Park Ridge, IL. Position available multiple Chicago area locations. J.P. Morgan Chase is committed to helping clients achieve... ...solutions and exceptional customer service. As a Private Client Advisor in...
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Chicago O'Hare / Cook County Northwest Oak Brook, IL, United States Job Information Job Identification: 210584302 Job Category... ...and delivering extraordinary customer service while maintaining a strong commitment...Full time$90k
J.P. Morgan Wealth Management - Private Client Advisor - O'Hare / Cook County, IL Join to apply for the J.P. Morgan Wealth... ...extraordinary customer service while maintaining a... ...Ridge, IL . Greater Chicago Area $90,000.00 - $1... ..., US Client Events, Associate - Chicago Chicago,...Full time- Job Responsibilities Support Advisors book of business including facilitating... ...by building and maintaining client relationships through... ...account reviews, promote firm services to deepen client relationships... ...mental health support, and more. #J-18808-Ljbffr JPMorganChase
$47.52k
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...extraordinary customer service while maintaining a... ...2 years in a Financial Advisor role or equivalent... .../ Salary Oak Brook, IL $47,520.00 - $47,520.00...$147k - $260k
...The Client Specialist is a sophisticated wealth expert... ...JPMorgan Chase wealth services to best meet the... ...Client Specialist within J.P. Morgan Wealth Management, you... ...and engage with other advisors on client engagement efforts... ...Base Pay/Salary Chicago, IL $147,000.00 - $260,000...- ...personalized investment solutions to your clients by relying on leadership and... ...skills At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success... ...an accommodation, visit the FAQs section. #J-18808-Ljbffr Mcknights
- Overview At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for our employees, building relationships,... ...delivering extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you...
- ...personalized investment solutions to your clients by relying on leadership and... ...skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in... .... Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr Aumni
- At J.P. Morgan Chase, we are dedicated to delivering extraordinary customer service while upholding diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advisory services to a broad range...
$41.6k - $66.6k
...rotations in Operations and Sales & Service. There will be a... ...sessions. Personal Banker II - Chicago, IL (Morgan Park) Total Base Pay Range... ...Fifth Third Bank, National Association is proud to have an engaged... ...legally protected status. #J-18808-Ljbffr Dormont Manufacturing...Work experience placementWork at office- ...hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact...Work experience placement
$100k - $110k
...Executive Assistant/Client Services Associate Our client, a rapidly growing independent wealth management... ...their CEO/Managing Partner & team of advisors. This role will play an important... ...organization! Location: Chicago, IL (Onsite) Compensation: $100k to 110...$240k - $320k
...opportunity for an associate to join the Real Estate team in our Chicago or New York office.... ...business development and client‑facing activities.... ...excellent client service. About You You... ...environment. You have a J.D. degree and... ...Opportunity Vedder Price P.C. is an equal‑...Permanent employmentSummer workWork at officeLocal areaRemote workFlexible hours3 days per week$80k - $95k
Associate Attorney at Harrer Law, P.C. Chicago, IL. When was the last time you enjoyed being a lawyer... ...colleagues and helping grateful clients with cases that change... ...access to an investment advisor Responsibilities Defend... ...enjoyable work life. #J-18808-Ljbffr Hong Kong Study...Live inWork at officeRemote workWork from home- ...Manufacturing Co is seeking a dedicated client service support professional in Chicago, IL. This hybrid role involves... ...exceptional service to multiple Financial Advisors (FAs) and ensuring operational... ...pay and benefits offered. #J-18808-Ljbffr Dormont Manufacturing...Work at office
$80.75k - $130k
...complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial... ...Officers, Client Service, Implementations, and... ...government clients under the J.P. Morgan and Chase brands. Our... ...Base Pay/Salary Chicago,IL $80,750.00 - $130,000....Work experience placementWork at office- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our... ...provide a level of service that JP Morgan Chase customers have learned to expect... ...and government clients under the J.P. Morgan and Chase brands. Our...Work experience placementWork at office
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...delivering extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you...
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package... ...with clients, advisors, and financial intermediaries... ...operational excellence #J-18808-Ljbffr Connect Search...Work at office3 days per week
- Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with... ...of due diligence and client questionnaires #J-18808-Ljbffr Corps TeamContract work
- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate will join the... ...act as a primary point of contact for clients, and support advisors in providing... ...contributing to clients' financial wellbeing. #J-18808-Ljbffr RK Partners
$69k - $77k
A Role With Impact At PlanPILOT, client service is a key part of shaping better retirement... ...holidays. Work Location The Lead Client Services Associate will be expected to work from PlanPILOT's Chicago, IL office Tuesday - Thursday weekly. #J-18808-Ljbffr PlanPILOT, LLCWork at officeLocal area$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id: R156412**About Northern... ...available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) Salary...H1bFlexible hours$48k - $65.3k
Teachers Insurance and Annuity Association of America is seeking a Client Service Associate to support the onboarding of new client accounts and deliver reports... ...salary ranging from $48,000 to $65,300 per year. #J-18808-Ljbffr Teachers Insurance and Annuity Association...
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