.P. Morgan Advisors - Senior Client Service Specialist - Dallas, TX

The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor’s client. This role is responsible for establishing, maintaining, and building client relationships.

As a Senior Client Service Specialist within J.P. Morgan Advisors, you 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.

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. Ability to approve transactions initiated by other Client Service Associates
• 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. Work with escalation contacts and build those relationships
• 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:
  • Account opening and funding. High dollar USD and foreign currency monetary transactions. High dollar Credit draw downs/pay downs, Credit and debit card requests, Statement requests Tax reporting inquiries, Support of online service
• Subject Matter Expert for the specific role, trains the team on updates and trains new hires on overall function. Creates weekly schedules for the team as back up for Leads
• Attends meeting with business leaders as an Subject Matter Expert on Banking Servicing Team functions. 

Required qualifications, capabilities, and skills:

• FINRA Series 7 and Series 63 (or 66) licenses required within 180 days of hire
• College degree or equivalent experience required; 3 plus years of client service experience required
• 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; exceptional problem-solving skills
• Ability to adapt to a rapidly changing business and technology environment
• Can work in a high pace high stress environment and handle the daily volume of requests
• Preferred qualifications, capabilities, and skills:
• Financial services and/or banking industry experience preferred
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
• Ability to learn proprietary software and databases