Private Bank - Global Families Group - Client Service Associate (Mandarin Fluency Required)

JPMorgan Chase & Co.; Newark (DE); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co.'s Private Bank Global Families Group seeks a Client Service Associate who will maintain, deepen, and enrich client relationships. As the primary contact for service needs, you will work with advisors, product partners and operations teams to deliver a seamless, integrated approach across Private Banking products.

The role emphasizes exceptional service, accuracy in money movements, transfers, and loan transactions, while adhering to firm controls and FINRA rules to protect

Qualifications

• FINRA Series 7 and Series 63 licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Proven ability to work in a matrix, high-pressure environment with tight deadlines.
• Proficiency with Microsoft Office; Word, Excel, PowerPoint, and Outlook.
• Fluency in Mandarin and English.
• Schedule aligned to Newark, DE (ET) or Tempe, AZ (MST) hours.

Responsibilities

• Provide outstanding client service and flawless execution of requests, transfers and loan transactions.
• Adhere to firm controls and FINRA regulations to protect client assets and prevent fraud.
• Collaborate with client-facing teams to deliver and execute client transactions.
• Identify opportunities to engage clients with additional products and services.

Skills

FINRA Series 7

FINRA Series 63

Microsoft Office Suite

Mandarin/English bilingual

Education

College degree or equivalent client service experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

If you are a collaborative team player, solutions-oriented, and committed to delivering premier 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
• Fluency in Mandarin/English is required
• Schedule Requirement:Candidates must be able to work the standard hours aligned to their assigned location:Newark, DE (ET) 12:00 PM–9:00 PMorTempe, AZ (MST) 9:00 AM–6:00 PM, Monday–Friday

Preferred qualifications, capabilities, and skills

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