Digital Client Services Associate - Private Bank

Testing Site - JPMC; Tempe (AZ); On-site; USD 55,000 - 70,000; Full time

Job summary

Testing Site - JPMC is seeking a Digital Client Service Associate to be the primary contact for all online needs of Private Bank clients. You will collaborate with Bankers, product partners, and operations teams to deliver a seamless online client experience.

The role emphasizes exceptional service, adherence to controls, and strong communication skills to manage client inquiries and transactions in a fast-paced environment.

Qualifications

• Experience in private banking or financial services preferred.
• 3+ years in similar roles.
• Strong communication and problem-solving skills.

Responsibilities

• Provide exceptional service and flawless execution on client requests and inquiries
• Follow the firm's controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
• Engage with respective client facing teams and internal business groups to deliver and execute client transactions

Skills

Interest in technology

Excellent communication

MS Office Suite

Experience in similar roles

Problem solving

Education

College degree or equivalent financial service experience

Job description

Testing Site - JPMC is seeking a Digital Client Service Associate to be the primary contact for all online needs of Private Bank clients. You will collaborate with Bankers, product partners, and operations teams to deliver a seamless online client experience.

The role emphasizes exceptional service, adherence to controls, and strong communication skills to manage client inquiries and transactions in a fast-paced environment.