Private Banking Client Services Specialist

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

A leading financial institution in Houston is seeking a Client Service Associate to enhance client relationships within the U.S. Private Bank. In this role, you will be responsible for managing service-related needs and ensuring exceptional client service in a fast-paced environment. Candidates should hold FINRA licenses and have strong proficiency in Microsoft Office. If you're dedicated to providing top-tier client service and have a collaborative spirit, this position is for you.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Proven ability to operate effectively in a matrix organization.
• Experience managing tight deadlines.

Responsibilities

• Provide exceptional client service and execute client requests.
• Adhere to controls policies and protect client assets.
• Collaborate with internal business groups on client transactions.
• Identify potential business opportunities for clients.

Skills

Client service orientation

Communication skills

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 Houston is seeking a Client Service Associate to enhance client relationships within the U.S. Private Bank. In this role, you will be responsible for managing service-related needs and ensuring exceptional client service in a fast-paced environment. Candidates should hold FINRA licenses and have strong proficiency in Microsoft Office. If you're dedicated to providing top-tier client service and have a collaborative spirit, this position is for you.