Private Banking Client Services Associate

JPMorgan Chase & Co.; Newark (DE); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Newark, Delaware, is seeking a Client Service Associate to enhance client relationships within the Private Bank Global Families Group. The successful candidate will act as the primary contact for client service needs, ensuring exceptional execution of client requests in a fast-paced, team-oriented environment. Required qualifications include FINRA licenses and proficiency in Microsoft Office. This role offers the opportunity to engage with diverse financial products and collaborate with various teams.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses are required.
• Proven ability to operate effectively in a matrix organization.
• Strong proficiency in Microsoft Office Suite.

Responsibilities

• Provide exceptional client service and execute client requests.
• Adhere to firm’s controls policies and FINRA regulations.
• Collaborate with internal business groups for client transactions.

Skills

Client service orientation

Ability to work under pressure

Proficiency with Microsoft Office Suite

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

A leading financial institution in Newark, Delaware, is seeking a Client Service Associate to enhance client relationships within the Private Bank Global Families Group. The successful candidate will act as the primary contact for client service needs, ensuring exceptional execution of client requests in a fast-paced, team-oriented environment. Required qualifications include FINRA licenses and proficiency in Microsoft Office. This role offers the opportunity to engage with diverse financial products and collaborate with various teams.