Digital Private Banking Client Advisor

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Digital Client Service Associate within the Private Bank to be the primary contact for online needs of Private Bank clients. You will collaborate with Bankers, product partners, and operations to deliver a seamless online experience.

Responsibilities include delivering exceptional service, adhering to controls to protect client assets, and coordinating with client-facing teams to execute client transactions in a high-volume environment.

Qualifications

• Interest in technology.
• Excellent communication skills (verbal and written).
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.
• 3+ years of experience in similar roles.
• Strong problem solving acumen.

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

Communication skills

MS Office

3+ years experience

Problem solving

Tools

Microsoft Outlook

Job description

JPMorgan Chase & Co. seeks a Digital Client Service Associate within the Private Bank to be the primary contact for online needs of Private Bank clients. You will collaborate with Bankers, product partners, and operations to deliver a seamless online experience.

Responsibilities include delivering exceptional service, adhering to controls to protect client assets, and coordinating with client-facing teams to execute client transactions in a high-volume environment.