Tri-County Ambulance Service, Inc
Client Service Associate JPMorgan Chase
Tri-County Ambulance Service, Inc, Tempe, Arizona, us, 85285
Job Highlights
Title:
Client Service Associate
Type:
Full Time
Location:
Tempe, AZ, United States
Company:
JPMorgan Chase
Company Profile
JPMorgan Chase
is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.
Job Profile
The company is recruiting a
Client Service Associate
who will be
responsible for maintaining, deepening, and enriching client relationships . Serve as the primary point of contact for all service-related needs of a Private Banking client.
Entail working in a complex team-oriented and fast-paced environment with advisors, product partners, and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Education Level
College Degree
or equivalent client service experience (preferred)
Work Experience
Experience with a wide array of financial products
(preferred)
Duties/Responsibilities
Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protect client assets against potential fraud activities.
Collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions.
Provide exceptional client service and flawless execution of client requests, inquiries, and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
Review and identify potential business opportunities for clients to engage in additional products and services.
Skills/Knowledge/Abilities
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses are required for the position; unlicensed candidates are considered, but required to obtain licenses within 90 days of the start date.
Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.
Work Schedule
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter.
This position requires that you attend training as scheduled. Training hours may not coincide with your regularly scheduled hours.
Benefits/Perks
The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Employer’s Statement
JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicants regardless of their 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.
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Title:
Client Service Associate
Type:
Full Time
Location:
Tempe, AZ, United States
Company:
JPMorgan Chase
Company Profile
JPMorgan Chase
is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.
Job Profile
The company is recruiting a
Client Service Associate
who will be
responsible for maintaining, deepening, and enriching client relationships . Serve as the primary point of contact for all service-related needs of a Private Banking client.
Entail working in a complex team-oriented and fast-paced environment with advisors, product partners, and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Education Level
College Degree
or equivalent client service experience (preferred)
Work Experience
Experience with a wide array of financial products
(preferred)
Duties/Responsibilities
Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protect client assets against potential fraud activities.
Collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions.
Provide exceptional client service and flawless execution of client requests, inquiries, and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
Review and identify potential business opportunities for clients to engage in additional products and services.
Skills/Knowledge/Abilities
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses are required for the position; unlicensed candidates are considered, but required to obtain licenses within 90 days of the start date.
Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.
Work Schedule
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter.
This position requires that you attend training as scheduled. Training hours may not coincide with your regularly scheduled hours.
Benefits/Perks
The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Employer’s Statement
JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicants regardless of their 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.
#J-18808-Ljbffr