Private Banking Client Services Specialist

JPMorgan Chase & Co.; Houston (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Client Service Associate for the U.S. Private Bank.

You will be the primary contact for service-related needs, collaborating with advisors, product partners, and operations to ensure a seamless client experience across Private Banking products. The role emphasizes outstanding client service, accurate processing of requests, and strict adherence to controls and FINRA regulations.

Qualifications

• FINRA Series 7 and Series 63 licenses required or pursuing with 90 days to obtain.
• Proven ability to operate in a matrix organization under tight deadlines.
• Proficiency with Microsoft Office Suite and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Adhere to firm controls, FINRA regulations, and protect client assets against fraud.
• Collaborate with client-facing teams to deliver and execute client transactions.
• Identify potential business opportunities for clients to engage in additional products and services.

Skills

FINRA Series 7

FINRA Series 63

MS Office

Matrix environment

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

JPMorgan Chase & Co. in Houston seeks a Client Service Associate for the U.S. Private Bank.

You will be the primary contact for service-related needs, collaborating with advisors, product partners, and operations to ensure a seamless client experience across Private Banking products. The role emphasizes outstanding client service, accurate processing of requests, and strict adherence to controls and FINRA regulations.