Senior Client Service Account Associate

Location: Tampa, FL, United States

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to helping clients achieve their financial goals through innovative solutions and exceptional service. As a Senior Client Service Account Associate in our Tampa, FL office, you will play a pivotal role in the Client Advisory category, taking direct responsibility for servicing a diverse portfolio of high-value clients. This position offers the opportunity to leverage your expertise in financial services to build lasting relationships, provide tailored advisory support, and contribute to the firm's reputation for client-centric excellence in a dynamic, collaborative environment. Your day-to-day responsibilities will include managing client interactions, from initial onboarding to ongoing portfolio oversight, ensuring all services align with JP Morgan Chase's rigorous standards. You will analyze client needs, recommend appropriate investment and banking products, and resolve complex issues efficiently while adhering to regulatory frameworks. Collaborating with teams across wealth management, investment banking, and compliance, you will drive client satisfaction and identify growth opportunities, all while utilizing cutting-edge tools and data analytics to deliver insights that empower informed decision-making. We value professionals who thrive in a fast-paced setting and are passionate about the financial industry. This role not only demands strong technical acumen but also the soft skills to foster trust with clients from varied backgrounds. Joining JP Morgan Chase means becoming part of a world-class organization that invests in your growth, offering robust benefits and career advancement paths to help you excel in Tampa's vibrant financial hub.

Key Responsibilities

• Manage and service a dedicated portfolio of clients, ensuring timely resolution of inquiries and issues
• Provide advisory support on financial products, including investment options, wealth management strategies, and banking solutions offered by JP Morgan Chase
• Conduct regular client meetings, both virtual and in-person, to review account performance and address needs
• Collaborate with cross-functional teams, such as investment advisors and compliance officers, to deliver comprehensive client solutions
• Monitor client accounts for compliance with regulatory standards and internal policies
• Prepare detailed reports and analyses on client portfolios using JP Morgan's analytical tools
• Identify opportunities for upselling JP Morgan Chase services to enhance client relationships
• Handle escalations and complex client requests with a focus on retention and satisfaction
• Maintain accurate records in CRM systems and ensure data privacy in line with GDPR and other regulations
• Contribute to process improvements in client servicing to support JP Morgan's commitment to excellence

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in client service, account management, or advisory roles within the financial services industry
• Proven track record of managing client portfolios and delivering high-quality service in a fast-paced environment
• Strong understanding of financial products, investment strategies, and regulatory requirements such as SEC and FINRA guidelines
• Excellent communication skills with the ability to interact with high-net-worth clients and internal stakeholders
• Proficiency in financial software and CRM systems
• Series 7 and Series 63 licenses or equivalent certifications

Preferred Qualifications

• Advanced degree (MBA) or certifications like CFP or CFA
• Experience working at a major financial institution like JP Morgan Chase
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior involvement in client onboarding and portfolio servicing for institutional or retail clients
• Knowledge of JPMorgan's proprietary platforms and tools

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge (SEC, FINRA)
• Proficiency in Microsoft Office Suite and financial software (e.g., Bloomberg, FactSet)
• CRM tools like Salesforce or JP Morgan's proprietary systems
• Strong verbal and written communication
• Problem-solving and critical thinking
• Attention to detail and organizational skills
• Time management in high-pressure environments
• Team collaboration and interpersonal skills
• Risk assessment and mitigation
• Data privacy and cybersecurity awareness
• Analytical mindset for portfolio review
• Adaptability to evolving financial markets
• Customer service orientation with empathy

Benefits

• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and hybrid options in Tampa, FL
• Access to JP Morgan's global employee assistance program

JP Morgan Chase is an equal opportunity employer.