J.P. Morgan Advisors - Senior Client Service Associate - Chicago, IL

Location: Chicago, IL, United States

Job Family: Client Service Delivery

About the Role

At J.P. Morgan Advisors, we are seeking a Senior Client Service Associate to join our dynamic team in Chicago, IL, playing a pivotal role in supporting our Financial Advisors and delivering exceptional service to high-net-worth clients. As a key member of the Client Service Delivery team, you will act as the primary point of contact for client needs, ensuring smooth operations and fostering long-term relationships that align with J.P. Morgan Chase's commitment to excellence in wealth management. This position offers the opportunity to contribute to a prestigious firm renowned for its innovative financial solutions and client-centric approach in the competitive financial services industry. In this role, you will handle a wide range of responsibilities, from managing client onboarding and account maintenance to resolving inquiries and preparing customized reports using J.P. Morgan's advanced platforms. You will collaborate closely with Financial Advisors to execute strategies that enhance client satisfaction and portfolio performance, while adhering to strict regulatory standards set by FINRA and the SEC. Your ability to thrive in a fast-paced environment will be essential as you support business growth initiatives and contribute to the overall success of our Chicago office, one of J.P. Morgan's key hubs for private banking and advisory services. We value professionals who bring passion for client service and a deep understanding of the financial landscape. Joining J.P. Morgan Advisors means becoming part of a global leader in finance, with access to cutting-edge resources, continuous learning opportunities, and a supportive culture that empowers your career growth. If you are ready to elevate your expertise in a role that directly impacts client outcomes, apply today to help shape the future of wealth management at J.P. Morgan Chase.

Key Responsibilities

• Provide dedicated administrative and operational support to Financial Advisors to ensure seamless client experiences
• Manage client inquiries via phone, email, and in-person interactions, resolving issues promptly and escalating complex matters as needed
• Prepare and process new account paperwork, account maintenance requests, and transaction approvals in compliance with J.P. Morgan standards
• Coordinate client meetings, including scheduling, preparing agendas, and handling follow-up actions
• Maintain accurate client records in J.P. Morgan's proprietary systems, ensuring data integrity and confidentiality
• Assist in the preparation of client reports, financial statements, and investment proposals using tools like Wealth Management platforms
• Support compliance efforts by monitoring account activities and adhering to regulatory requirements
• Collaborate with internal teams, such as operations and compliance, to facilitate efficient service delivery
• Contribute to business development by identifying opportunities to enhance client relationships and retention
• Participate in ongoing training to stay updated on J.P. Morgan products, services, and industry best practices

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 3-5 years of experience in client service within the financial services industry
• Series 7 and Series 66 licenses or equivalent (or willingness to obtain within 120 days of hire)
• Strong understanding of financial products and investment advisory services
• Proven track record in a high-volume client-facing role at a wealth management firm
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite and financial software applications

Preferred Qualifications

• Experience working at a major financial institution like J.P. Morgan Chase
• Advanced certifications such as CFP or CFA
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Chicago
• Prior experience supporting Financial Advisors in portfolio management and client onboarding
• Knowledge of regulatory compliance in wealth management, including SEC and FINRA rules

Required Skills

• Client relationship management
• Financial product knowledge
• Regulatory compliance awareness
• Data entry and CRM proficiency
• Problem-solving and critical thinking
• Time management and prioritization
• Communication (verbal and written)
• Attention to detail
• Team collaboration
• Adaptability in dynamic environments
• Proficiency in financial software (e.g., Bloomberg, Charles River)
• Customer service orientation
• Analytical skills for report preparation
• Discretion with sensitive information
• Technical aptitude for digital tools and platforms

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible pay
• Annual performance-based bonuses and incentive compensation tied to team and individual goals
• Paid time off including vacation, sick days, and 18 weeks of paid parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities in Chicago
• Hybrid work flexibility and commuter benefits for Chicago-based employees

JP Morgan Chase is an equal opportunity employer.