Private Banking Client Relations Associate

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Client Service Associate in the U.S. Private Bank to foster, improve, and grow client relationships.

You will be the primary contact for service needs of a Private Banking client, working with advisors, product partners, and operations to deliver a seamless experience across Private Banking products. Key responsibilities include handling client requests such as transfers and loans with flawless execution, adhering to controls and FINRA regulations,

Qualifications

• 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

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

Skills

FINRA SIE

Series 7 license

Series 63 license

MS Office

Work under pressure

Matrix organization

Education

College degree

Tools

Microsoft Office Suite

Microsoft Excel

Microsoft Outlook

Job description

JPMorgan Chase & Co. in Chicago seeks a Client Service Associate in the U.S. Private Bank to foster, improve, and grow client relationships.

You will be the primary contact for service needs of a Private Banking client, working with advisors, product partners, and operations to deliver a seamless experience across Private Banking products. Key responsibilities include handling client requests such as transfers and loans with flawless execution, adhering to controls and FINRA regulations,