Private Banking Client Services Associate

Chase; Tempe (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

Chase is hiring a Client Service Associate in Tempe, Arizona. As a key member of the U.S. Private Bank team, you will enhance client relationships and ensure top-tier service.

Your responsibilities include executing client transactions, adhering to firm policies, and collaborating with various teams. Candidates must have FINRA licenses and proficiency with Microsoft Office. This role is ideal for motivated individuals with a client service background.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required, or ability to obtain them.
• Proven ability to operate effectively in a matrix organization under pressure with tight deadlines.

Responsibilities

• Provide exceptional client service and flawless execution on client requests.
• Adhere to and maintain the firm's controls policies and protect client assets.
• Collaborate with client-facing teams to deliver and execute transactions.
• Identify potential business opportunities for additional products and services.

Skills

Client service

Effective communication

Team collaboration

Attention to detail

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

Chase is hiring a Client Service Associate in Tempe, Arizona. As a key member of the U.S. Private Bank team, you will enhance client relationships and ensure top-tier service.

Your responsibilities include executing client transactions, adhering to firm policies, and collaborating with various teams. Candidates must have FINRA licenses and proficiency with Microsoft Office. This role is ideal for motivated individuals with a client service background.