As a Client Service Associate, you will be a part of a fun, engaging, empowered, and inclusive team environment where we care about each other and every client we serve. You will provide exceptional leadership and effective guidance to a rotating team of Investment Professionals. These professionals focus on delivering quality interactions and serve a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JPM Private Bank. Successful Client Service Associates, under the guidance of a Client Service Leader, should bring a passion for developing talent and creating meaningful experiences for both clients and program participants.
- Serve as an Subject Matter Expert "SME" for customer service issues
- Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
- Responsible for day to day employee activities including coaching, time keeping, performance management, and recognition
- Strategic and tactical scheduling and floor management to meet service levels
- Periodically handling client calls to maintain product and procedure knowledge
- Act as an expert for internal systems and processes
- Conducting call observations to review quality of service provided
- Fostering and developing partnerships across the enterprise
- Participate in working groups for various projects or pilot programs to drive process improvement
- Engage in monthly self-development activities
- Act as delegate for certain manager duties & partner closely with the Wealth Management teams to ensure a smooth delivery of client and employee experience
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Required qualifications, capabilities, and skills
- FINRA SIE, Series 7 and 63 (or equivalent) required, in addition to meeting FINRA continuing education requirements
- Strong compliance record in previous position(s) and ability to hold a registration in all 50 states
- Effectively manage multiple priorities in a fast paced environment; adaptive to change
- Strong business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs) etc.
- Effective client profiling and discussion techniques, active listening skills, and the ability to explain complex concepts simply
Preferred qualifications, capabilities, and skills
- 2-3 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support
- Proven experience in a leadership capacity, ability to motivate at an individual and team level
- Excellent skills in Microsoft Office, particularly advanced Excel proficiency
- Excellent communication skills, highly professional, and experienced in creating and presenting information
- Bachelors degree in finance, business management, economics, or related area
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.