Private Bank Associate, Client Experience & Operations

Testing Site - JPMC; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank seeks a Banker Professional to support Client Advisors and manage Know-Your-Client documentation, account openings, and client data. You will coordinate with multiple teams to maintain confidentiality and accuracy in Private Banking clients.

The role requires a bachelor's degree, 1+ year of related experience, and licenses or commitment to obtain Series 7/66 and insurance within 90 days. Proficiency in PowerPoint and Excel is expected.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
• Bachelor’s Degree required.
• One plus years of industry related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Monitor client accounts and provide basic client information management
• Conduct daily account administration
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
• Liaise with Operations and Client Service Specialist teams
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Skills

Industry experience

Follow-up skills

Interpersonal skills

Self-starter

Education

Bachelor's degree

Tools

PowerPoint

Excel

Job description

J.P. Morgan's U.S. Private Bank seeks a Banker Professional to support Client Advisors and manage Know-Your-Client documentation, account openings, and client data. You will coordinate with multiple teams to maintain confidentiality and accuracy in Private Banking clients.

The role requires a bachelor's degree, 1+ year of related experience, and licenses or commitment to obtain Series 7/66 and insurance within 90 days. Proficiency in PowerPoint and Excel is expected.