Elite Private Client Experience Specialist

Next Frontier Capital; Westerville (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase is seeking a Client Experience Specialist within its Private Client division to deliver high-touch service, onboarding, and banking support. You will partner with bankers to deepen relationships and identify banking solutions for clients.

The role emphasizes exceptional client service for affluent clients, with opportunities to contribute to events and wallet-share growth. Strong product knowledge and professional credentials are valued.

Qualifications

• Minimum 2 years of financial services experience.
• Experience delivering exceptional client service to an affluent client base.

Responsibilities

• Deliver seamless onboarding and handle inquiries from start to finish.
• Support bankers in deepening client relationships through calls and analyses.
• Develop knowledge of JPMorgan Private Client products to assist with day-to-day banking needs.
• Assist bankers with events and client gifts as part of relationship management.
• Identify opportunities to increase client wallet share through interactions with bankers.

Skills

Client service

Relationship building

Education

Bachelor's degree

Job description

JPMorgan Chase is seeking a Client Experience Specialist within its Private Client division to deliver high-touch service, onboarding, and banking support. You will partner with bankers to deepen relationships and identify banking solutions for clients.

The role emphasizes exceptional client service for affluent clients, with opportunities to contribute to events and wallet-share growth. Strong product knowledge and professional credentials are valued.