JPMorganChase · 1 day ago
J.P. Morgan Advisors - Senior Client Service Associate, Lead - Chicago, IL
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Senior Level
5+ years expJ.P. Morgan Advisors is the ultra-high net worth division of J. P. Morgan Wealth Management, offering personalized service to U.S. clients. The Senior Client Service Associate Lead will be the primary point of contact for deposit account services, responsible for managing client relationships and leading a team to ensure a seamless client experience.
Asset ManagementBankingFinancial Services
Responsibilities
Act as Subject Matter Expert on all roles within the team
Develop and execute training plans for new and current associates. Able to manage escalations and complex requests
Review and approve service request tickets that do not require an exception. Certified to complete ECB for high risk wires
Manage Client Service Associates’ daily workload, the distribution of cases (casper), compliance training and team member development
Help develop and execute the overall strategy of the team
Complete high dollar approvals
Review and approve written correspondences
Meet with advisors, client associates and product partners regularly to ensure service expectations are met
Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, Financial Advisors, Client Associates, product partners, branch/operations areas, and other partners in a timely and professional manner
Evaluate employee performance and provide feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Qualification
Required
College degree or equivalent experience required; at least 5 years of client service experience required
FINRA Series 7, 63 and 24 or 9/10 required, or obtained within 6 months of hire
Ability to work both independently and as a team player
Excellent communication skills, both written and oral
Ability to multi-task and manage priorities effectively
Exceptional problem-solving skills
Preferred
Financial services and/or banking industry experience preferred
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
Ability to learn proprietary software and databases
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-08
Crunchbase News
2026-01-08
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase