JPMorgan Chase & Co.
US Private Bank- Client Service Associate
JPMorgan Chase & Co., Tempe, Arizona, us, 85285
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!
As a Client Service Associate within the U.S. Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will 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.
Job responsibilities
Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of 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
Preferred qualifications, capabilities, and skills
College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred
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As a Client Service Associate within the U.S. Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will 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.
Job responsibilities
Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of 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
Preferred qualifications, capabilities, and skills
College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred
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