Private Banking Client Experience Specialist

JPMorgan Chase & Co.; Newark (DE); On-site; USD 40,000 - 55,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking a Client Service Associate to foster and grow client relationships.

You will serve as the primary contact for service-related needs of a Private Banking client, working with advisors, product partners, and operations teams to ensure a seamless, end-to-end client experience. Responsibilities include delivering exceptional service on requests such as money movement, transfers and loans, while ensuring compliance with policies and FINRA regulations.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required; must obtain within 90 days if unlicensed.
• Ability to operate effectively in a matrix organization under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions (money movement, transfers, loans).
• Adhere to and maintain the firm’s 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 potential business opportunities for clients to engage in additional products and services.

Skills

Licenses: FINRA SIE, Series 7, Series

Ability to work in a matrix org

MS Office proficiency

Education

College degree or equivalent client service experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

J.P. Morgan's U.S. Private Bank is seeking a Client Service Associate to foster and grow client relationships.

You will serve as the primary contact for service-related needs of a Private Banking client, working with advisors, product partners, and operations teams to ensure a seamless, end-to-end client experience. Responsibilities include delivering exceptional service on requests such as money movement, transfers and loans, while ensuring compliance with policies and FINRA regulations.