Private Banking Client Experience Specialist

JPMorganChase; Newark (DE); On-site; USD 52,000 - 86,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Newark, DE is seeking a Client Service Associate to manage and deepen client relationships within its Private Banking division. This role requires candidates to possess FINRA licenses or be willing to obtain them shortly after starting. The ideal candidate will excel in delivering exceptional client services in a busy team-oriented environment and have proficiency in Microsoft Office. The organization offers a comprehensive benefits package including health care, retirement plans, and support programs.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required or must obtain within 90 days.
• Proven effectiveness in a matrix organization.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Maintain and deepen client relationships.
• Provide exceptional client service for transactions.
• Identify business opportunities for additional products.

Skills

Client service orientation

Effective communication

Ability to work under pressure

Proficiency in Microsoft Office Suite

Education

College degree or equivalent experience

Tools

Microsoft Outlook

Job description

A leading financial institution in Newark, DE is seeking a Client Service Associate to manage and deepen client relationships within its Private Banking division. This role requires candidates to possess FINRA licenses or be willing to obtain them shortly after starting. The ideal candidate will excel in delivering exceptional client services in a busy team-oriented environment and have proficiency in Microsoft Office. The organization offers a comprehensive benefits package including health care, retirement plans, and support programs.