Relationship Partner Associate

Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to our clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from across the Front Office and other businesses functions, providing you with the opportunity to take your career to the next level.

As an Relationship Partner, you will play a crucial role in supporting our Client Advisors by managing and coordinating all service and maintenance related activities for our Private Bank Clients. You will act as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction. Working collaboratively with client advisors, integrated team members, operations and technology teams, you will facilitate exceptional service delivery for our clients. Your passion for client service, coupled with strong communication and relationship management skills, will drive the success of our client engagements.

• Oversee and coordinate all client servicing and account maintenance activities, ensuring a high standard of client service excellence.
• Coordinate with Advisors, Operations, Middle Office, and Onboarding teams to ensure client documentation and servicing requirements are met, prioritizing client needs and expectations.
• Address and resolve Client and Advisor inquiries and issues promptly and professionally.
• Execute client transactions relating to cash / liquid positions, corporate actions and inquiries accurately and timely, adhering to established policies and procedures.
• Monitor and manage client cash long and short balances, liaising with clients as necessary to maintain account positions.
• Facilitate investments in liquidity funds and foreign exchange (cash management) for clients within set limits.
• Identify and escalate cross-sell opportunities to bankers and product partners.
• Drive digital adoption through client education and outreach.
• Lead completion of the client Periodic Review process.
• Investigate and resolve potential or actual fraud situations, errors, and losses promptly.
• Support business, team, and Advisor projects, contributing to overall team success.