Associate I - Client Service

Location: Boston, MA, United States

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and client excellence. We are seeking a detail-oriented, results-driven problem solver to join our dynamic Client Service team as an Associate I - Client Service in Boston, MA. In this role, you will play a vital part in delivering superior support to our diverse clientele, including high-net-worth individuals and institutional investors, by addressing their needs related to banking, wealth management, and investment services. Your ability to combine financial acumen with exceptional interpersonal skills will help foster long-term client relationships and contribute to our mission of powering the progress of communities worldwide. As an Associate I, you will handle a variety of client interactions, from routine inquiries to complex issue resolution, ensuring every touchpoint reflects JP Morgan Chase's high standards of service and compliance. You will leverage our state-of-the-art technology platforms to provide timely and accurate information, while collaborating with cross-functional teams to escalate matters that require specialized expertise. This position offers an exciting opportunity to grow within a supportive environment that values initiative, teamwork, and continuous learning, all while supporting the firm's robust portfolio of financial solutions in a vibrant Boston office setting. Joining JP Morgan Chase means becoming part of a prestigious institution known for its stability, ethical practices, and global impact. We offer comprehensive training programs to equip you with the knowledge of our evolving financial products and regulatory landscape. If you thrive in a fast-paced setting and are passionate about client success, this role will allow you to build a rewarding career in financial services, with opportunities for advancement across our extensive network.

Key Responsibilities

• Provide exceptional client service by responding to inquiries via phone, email, and chat regarding JP Morgan Chase banking and investment products
• Assist clients in resolving account issues, processing transactions, and troubleshooting technical problems
• Analyze client needs and recommend appropriate financial solutions to enhance satisfaction and retention
• Maintain accurate records of client interactions in CRM systems and ensure compliance with internal policies
• Collaborate with internal teams, including wealth management and operations, to escalate complex issues
• Monitor client portfolios for service opportunities and proactively reach out with updates or alerts
• Contribute to team goals by participating in process improvements and training new associates
• Ensure all client communications adhere to JP Morgan Chase's standards of confidentiality and regulatory compliance
• Handle high-volume client requests during peak periods while maintaining attention to detail

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• At least 1-2 years of experience in client service, customer support, or financial services
• Strong understanding of financial products and services, including banking and investment solutions
• Proficiency in Microsoft Office Suite, particularly Excel for data analysis
• Excellent verbal and written communication skills
• Ability to work in a fast-paced, high-volume environment
• U.S. work authorization without sponsorship

Preferred Qualifications

• Experience in the financial services industry, preferably with a major bank like JP Morgan Chase
• Knowledge of regulatory requirements such as SEC or FINRA guidelines
• Prior exposure to client relationship management systems like Salesforce
• Bilingual skills, especially in Spanish or Mandarin, to support diverse client bases
• Certification such as Series 7 or equivalent

Required Skills

• Client relationship management
• Problem-solving and critical thinking
• Attention to detail
• Time management and prioritization
• Proficiency in financial software and CRM tools
• Data analysis using Excel
• Verbal and written communication
• Active listening
• Adaptability in dynamic environments
• Team collaboration
• Regulatory compliance awareness
• Customer empathy and service orientation
• Basic knowledge of financial markets
• Multitasking under pressure
• Technical troubleshooting

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.