Private Bank Associate - Client Support & Operations

JPMorgan Chase & Co.; New Orleans (LA); On-site; USD 52,000 - 76,000; Full time

Job summary

JPMorgan Chase & Co. in New Orleans seeks a Private Bank Professional to provide daily support to Client Advisors and coordinate with teams to manage client relationships. The role emphasizes confidentiality and accuracy in handling Private Banking client information.

Responsibilities include assisting with KYC processes, account openings, and risk monitoring, using JP Morgan systems. A Bachelor’s degree and relevant licenses or the ability to obtain them within 90 days are expected.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Bachelor’s Degree required.
• One plus years of industry related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter, organized and detail-oriented with strong commitment to accuracy.

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 scenario-based analysis; partner with Team Leader to monitor risk metrics.

Skills

PowerPoint

Excel

Interpersonal skills

Attention to detail

Self-starter

Organized

Client service mindset

Education

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Proprietary software

Job description

JPMorgan Chase & Co. in New Orleans seeks a Private Bank Professional to provide daily support to Client Advisors and coordinate with teams to manage client relationships. The role emphasizes confidentiality and accuracy in handling Private Banking client information.

Responsibilities include assisting with KYC processes, account openings, and risk monitoring, using JP Morgan systems. A Bachelor’s degree and relevant licenses or the ability to obtain them within 90 days are expected.