Private Banking Client Services Specialist

Downtown Boulder Partnership; Tempe (AZ); On-site; USD 58,000 - 82,000; Full time

Benefits offered by this job

Health care

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Client Service Associate within the U.S. Private Bank to maintain, deepen and enrich client relationships.

You will be the primary contact for service needs of Private Banking clients in a fast-paced, team-based environment. Responsibilities include exceptional client service on requests and transactions, coordinating with advisors and operations, and identifying opportunities to engage clients with additional products and services.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products and services

Skills

FINRA licenses

Series 7

Series 63

Microsoft Office

Matrix organization

Microsoft Outlook

Education

College degree

Tools

Microsoft Office

Microsoft Outlook

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Client Service Associate within the U.S. Private Bank to maintain, deepen and enrich client relationships.

You will be the primary contact for service needs of Private Banking clients in a fast-paced, team-based environment. Responsibilities include exceptional client service on requests and transactions, coordinating with advisors and operations, and identifying opportunities to engage clients with additional products and services.