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Asset Management, Client Service Associate, Private Banking Service Center, Chicago

Job Description

J.P. Morgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.  
 
Position Summary:
 
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
Req #: 160038601
Location: Chicago, IL US
Job Category: Customer Service
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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