Private Bank - Global Families Group - Client Service Associate

JPMorgan Chase & Co.; Newark (DE); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Newark, Delaware, is seeking a Client Service Associate to enhance client relationships within the Private Bank Global Families Group. The successful candidate will act as the primary contact for client service needs, ensuring exceptional execution of client requests in a fast-paced, team-oriented environment. Required qualifications include FINRA licenses and proficiency in Microsoft Office. This role offers the opportunity to engage with diverse financial products and collaborate with various teams.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses are required.
• Proven ability to operate effectively in a matrix organization.
• Strong proficiency in Microsoft Office Suite.

Responsibilities

• Provide exceptional client service and execute client requests.
• Adhere to firm’s controls policies and FINRA regulations.
• Collaborate with internal business groups for client transactions.

Skills

Client service orientation

Ability to work under pressure

Proficiency with Microsoft Office Suite

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

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