Private Banking Client Service Specialist

Aumni; Tempe (AZ); On-site; USD 55,000 - 75,000; 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 within the U.S. Private Bank in Tempe, Arizona. This role focuses on enhancing client relationships and requires the ability to provide exceptional service and execute client requests across various Private Banking products. Candidates must have FINRA Securities Industry Essentials, Series 7 and Series 63 licenses, or be willing to obtain them. The position demands proficiency in Microsoft Office Suite and the ability to work effectively under pressure. J.P. Morgan offers a competitive rewards package, inclusive benefits, and values diversity.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Ability to work effectively in a matrix organization under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite and Microsoft Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests.
• Adhere to controls policies and procedures, and protect client assets against fraud.
• Collaborate with client-facing teams to deliver and execute client transactions.
• Review potential business opportunities for clients.

Job description

J.P. Morgan is seeking a Client Service Associate within the U.S. Private Bank in Tempe, Arizona. This role focuses on enhancing client relationships and requires the ability to provide exceptional service and execute client requests across various Private Banking products. Candidates must have FINRA Securities Industry Essentials, Series 7 and Series 63 licenses, or be willing to obtain them. The position demands proficiency in Microsoft Office Suite and the ability to work effectively under pressure. J.P. Morgan offers a competitive rewards package, inclusive benefits, and values diversity.