Private Banking Client Service Associate - Global Families

Next Frontier Capital; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in Tempe, AZ seeks a Client Service Associate for the Private Bank Global Families Group.

You will be the primary contact for service needs, coordinating with advisors, product partners and operations to deliver an integrated experience across Private Banking products. Responsibilities include handling client requests, money movement, transfers and loan transactions with meticulous accuracy, while upholding controls and FINRA regulations.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required; unlicensed candidates must obtain licenses within 90 days.
• Ability to operate in a matrix organization and work under pressure.
• Proficiency with Word, Excel, PowerPoint and Outlook.
• Fluency in Mandarin and English required.

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

SIE

Series 7

Series 63

Mandarin-English bilingual

Client service excellence

Education

College degree or equivalent client service experience

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Tempe, AZ seeks a Client Service Associate for the Private Bank Global Families Group.

You will be the primary contact for service needs, coordinating with advisors, product partners and operations to deliver an integrated experience across Private Banking products. Responsibilities include handling client requests, money movement, transfers and loan transactions with meticulous accuracy, while upholding controls and FINRA regulations.