Private Banking Client Specialist

JPMorgan Chase; Chicago (IL); On-site; USD 65,000 - 83,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Chicago is seeking a Client Service Associate to enhance client relationships and ensure flawless service delivery. Responsibilities include managing client requests and collaborating across teams while adhering to compliance standards. Candidates must possess FINRA licenses and proficiency in Microsoft Office. A competitive salary of $65,000 - $83,000 is offered along with comprehensive benefits, reflecting the company's commitment to employee well-being and inclusion.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Proven ability to operate in a matrix organization.
• Experience with financial products preferred.

Responsibilities

• Provide exceptional client service and execute client requests.
• Maintain firm's controls and protect client assets.
• Collaborate with internal teams for transaction execution.

Skills

Client service

Collaboration

Effective communication

Ability to operate under pressure

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

A leading financial institution in Chicago is seeking a Client Service Associate to enhance client relationships and ensure flawless service delivery. Responsibilities include managing client requests and collaborating across teams while adhering to compliance standards. Candidates must possess FINRA licenses and proficiency in Microsoft Office. A competitive salary of $65,000 - $83,000 is offered along with comprehensive benefits, reflecting the company's commitment to employee well-being and inclusion.