J.P. Morgan Wealth Management- Client Service Analyst

Job Description

When you join JPMorgan Chase & Co.

you will have the opportunity to utilize your talents and leadership capabilities in an inclusive community of Wealth Advisors.

Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.

As a Transfer Review Specialist within the Funds Transfer Team at J.P.

Morgan Advisors, you will be tasked with executing outbound calls to our clients to authenticate and confirm funds transfer instructions.

Your role in this team-oriented environment will involve supporting branch personnel with their clients' funds transfer requests, adhering to our policies, and assisting with other administrative functions such as confirming recurring payments, managing callback waivers, and handling delegation memos.

We value team members who are passionate about client service and can leverage their communication and relationship management skills to provide an exceptional level of service to both our clients and Financial Advisors/Client Associates.

Job Responsibilities:


* Monitor money transfer queue and performing outbound client calls for verification/confirmation.


* Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations.


* Provide high quality, high touch service to J.P.

Morgan Advisors Financial Advisors/Client Associates.


* Coordinate and follow through on Financial Associate/Client Associate requests


* Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional manner.

Required qualifications, capabilities, and skills:


* Ability to work effectively as a member of a team


* 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), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Preferred qualifications, capabilities, and skills:


* Client service experience preferred


* Experience with a wide range of investment products preferred


* Bilingual Spanish speaking is preferred


* College degree or equivalent financial services/banking industry experience preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities ...