Client Service Associate Job in Indianapolis, Indiana US
Client Service Associate
JPMorgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.2 trillion and operations in more than 60 countries. Asset Management provides investment and wealth management services to institutional, high net worth and retail investors and their advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions that integrate investment management, capital markets, trust and banking. Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for high net worth clients. Combining the deep capabilities of a leading global financial institution with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United States. Our model is designed to preserve and grow our clients wealth through a disciplined investments approach, estate planning and tailored banking and credit solutions. Primary Function The Client Service Associate is the primary point of contact for all service related needs of a Private Wealth Management client. He/she is responsible for establishing, maintaining and building client relationships. The Client Service Associate works in a team-oriented environment with Bankers, Practice Specialists, Middle Office and operations teams to deliver a seamless and integrated client experience across all Wealth Management and firm products. · Provide high quality, high touch service to Private Wealth Management clients across the Wealth Management product offering. · Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures · Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, product partners, branch/operations areas and other staff in a timely and professional manner · Manage general account inquiries and maintenance, including but not limited to: transactions, holdings, balance, address changes and signer changes · Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services: o account opening and funding o USD and foreign currency monetary transactions o credit draw downs/pay downs o credit and debit card requests o transfer of securities o corporate action responses o charitable gift requests o physical/restricted stock conversion o statement requests o tax reporting inquiries o support of online service