Private Banking Client Experience Associate

Testing Site - JPMC; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

J.P. Morgan, within the U.S. Private Bank in Houston, seeks a Client Service Associate to manage service-related needs of Private Banking clients and coordinate with advisors, product partners, and operations teams for a seamless client experience.

The role emphasizes delivering premier client service, supporting money movements, transfers, and loan transactions, and maintaining FINRA compliance while exploring opportunities for additional products.

Qualifications

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

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions
• Adhere to firm controls policies and FINRA regulations and protect client assets from fraud
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions
• Review and identify opportunities for clients to engage in additional products and services

Skills

FINRA SIE

Series 7

Series 63

Education

College degree

Tools

Microsoft Office Suite

Job description

J.P. Morgan, within the U.S. Private Bank in Houston, seeks a Client Service Associate to manage service-related needs of Private Banking clients and coordinate with advisors, product partners, and operations teams for a seamless client experience.

The role emphasizes delivering premier client service, supporting money movements, transfers, and loan transactions, and maintaining FINRA compliance while exploring opportunities for additional products.