Private Bank - Global Families Group - Client Service Associate

Testing Site - JPMC; Newark (DE); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan's Private Bank Global Families Group seeks a collaborative Client Service Associate to maintain, deepen, and enrich client relationships.

You will be the primary contact for all service needs of a Private Banking client amid a fast-paced, matrix environment with advisors, product partners and operations teams. Responsibilities include handling client requests and transactions with flawless execution, adhering to controls and FINRA regulations, and collaborating across teams to

Qualifications

• FINRA SIE, Series 7 and 63 licenses required; must obtain within 90 days of start date.
• Proven ability to operate in a matrix organization under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Microsoft Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions such as money movement and security transfers.
• Adhere to firm controls policies and FINRA regulations to protect client assets.
• Collaborate with client facing teams and internal groups to deliver client transactions.
• Review and identify opportunities for clients to engage in additional products and services.

Skills

FINRA SIE license

Series 7 license

Series 63 license

MS Office

Ability to work in matrix organization

Education

College degree or equivalent

Job description

If you are a collaborative team player, solutions-oriented, and committed to deliveringpremier client service, J.P. Morgan is the place for you!

As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.

Job responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred