J.P. Morgan Advisors - Client Associate – Offboarding/Client Service Team
JPMorgan Chase & Co. · New York City, New York, US
The Client Service team wants you as a Client Associate! By joining J. P.
Job description
The Client Service team wants you as a Client Associate! By joining J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting J.P.Morgan Advisors’ clients, and Middle Office partners. Responsibilities: - Position involves extensive client contact (through both email and phone calls). Individual will be involved in all activities that touch existing clients only. - Collaborate with both front office and operation teams to complete client and business-related requests. - Receives orders from clients in diverse products; includes mastering product-specific applications, ensuring completion of necessary documentation. - Perform account maintenance including money transfer requests, address changes, restrictions, etc. - Send notifications and action overdraft items for all JPMA deposit accounts. - Assists and manages ad-hoc projects and reporting. - Includes frequent exposure to various management teams. Required qualifications, capabilities, and skills: - Bachelor's degree or equivalent experience required - Series 7 & 66 licenses strongly preferred – must successfully obtain within 180 days from start - Proven ability to wor...