Private Banking Client Service Specialist

Aumni; Newark (DE); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan is seeking a Client Service Associate in Newark, Delaware, to enhance client relationships and coordinate banking services. The role requires FINRA licenses, client service experience, and proficiency in Microsoft Office. Candidates should thrive in a fast-paced, collaborative setting. The position offers a competitive total rewards package that includes salary and various employee benefits, focusing on employee needs and wellness. Opportunity for growth and commission-based pay is also available.

Qualifications

• FINRA licenses required within 90 days for unlicensed candidates.
• Ability to operate effectively in a matrix organization.
• Experience with a wide array of financial products is preferred.

Responsibilities

• Provide exceptional client service and execute client requests.
• Adhere to controls policies and protect client assets.
• Collaborate with business groups to execute transactions.
• Identify business opportunities for additional products.

Skills

Proficiency with Microsoft Office Suite

Ability to work under pressure

Client service experience

Education

College degree or equivalent client service experience

FINRA Securities Industry Essentials, Series 7 and Series 63 licenses

Job description

J.P. Morgan is seeking a Client Service Associate in Newark, Delaware, to enhance client relationships and coordinate banking services. The role requires FINRA licenses, client service experience, and proficiency in Microsoft Office. Candidates should thrive in a fast-paced, collaborative setting. The position offers a competitive total rewards package that includes salary and various employee benefits, focusing on employee needs and wellness. Opportunity for growth and commission-based pay is also available.