Private Banking Client Services Specialist

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

Job summary

A leading financial institution in Arizona is seeking a Client Service Associate within the U.S. Private Bank. This role is essential for fostering client relationships, handling service-related needs, and ensuring exceptional client service. Candidates must possess FINRA licenses or be willing to obtain them shortly after onboarding. Ideal applicants will have proficiency with the Microsoft Office Suite, the ability to thrive under pressure, and a collaborative spirit. This position offers a vital role in the client service team.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Ability to operate effectively in a matrix organization.
• Proficiency with Microsoft Office Suite and Microsoft Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests.
• Adhere to the firm's controls policies and FINRA regulations.
• Collaborate with client facing teams to deliver client transactions.
• Review and identify business opportunities for clients.

Skills

Client service orientation

Ability to work under pressure

Collaboration

Proficiency in Microsoft Office

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

A leading financial institution in Arizona is seeking a Client Service Associate within the U.S. Private Bank. This role is essential for fostering client relationships, handling service-related needs, and ensuring exceptional client service. Candidates must possess FINRA licenses or be willing to obtain them shortly after onboarding. Ideal applicants will have proficiency with the Microsoft Office Suite, the ability to thrive under pressure, and a collaborative spirit. This position offers a vital role in the client service team.