Elite Private Client Experience Lead

JPMorgan Chase & Co.; Westerville (OH); On-site; USD 55,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Westerville, OH seeks a Client Experience Specialist to join our Private Client team. You will partner with bankers to deliver a high-touch client experience, assist with loan needs, and identify opportunities to deepen client relationships.

The role emphasizes exceptional service for affluent clients, onboarding, inquiries handling, and collaboration with bankers. A minimum of two years in financial services is expected; experience with deposit banking or lending is

Qualifications

• Minimum of two years in financial services.
• Experience delivering exceptional client service to an affluent client base.

Responsibilities

• Provide clients with exceptional service by delivering a seamless onboarding experience and handling servicing requests.
• Support Bankers in deepening client relationships by handling inquiries and calls.
• Develop product knowledge to assist with day-to-day banking needs and identify banking solutions.
• Assist Bankers with marketing activities, gifts, and client events.
• Leverage interactions to uncover opportunities to grow client wallet share.

Skills

Client service

Financial services

Relationship building

Job description

JPMorgan Chase & Co. in Westerville, OH seeks a Client Experience Specialist to join our Private Client team. You will partner with bankers to deliver a high-touch client experience, assist with loan needs, and identify opportunities to deepen client relationships.

The role emphasizes exceptional service for affluent clients, onboarding, inquiries handling, and collaboration with bankers. A minimum of two years in financial services is expected; experience with deposit banking or lending is