Private Banking Client Specialist

JPMorganChase; Tempe (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial institution in Tempe is seeking a Client Service Associate to foster and grow client relationships. The role requires adherence to FINRA regulations, exceptional client service skills, and proficiency in Microsoft Office. Candidates must hold or be able to obtain Series 7 and Series 63 licenses. This position offers a competitive total rewards package and the opportunity to work in a dynamic, team-focused environment.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required; unlicensed candidates must obtain licenses within 90 days.
• Proven ability to operate effectively in a matrix organization under tight deadlines.
• High proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint.

Responsibilities

• Provide exceptional client service and execution on client requests.
• Adhere to and maintain policies and regulations protecting client assets.
• Collaborate with client-facing teams to execute transactions.
• Identify business opportunities for clients to engage in additional services.

Skills

Client service

Ability to operate effectively under pressure

Proficiency with Microsoft Office Suite

Education

College degree

Tools

Microsoft Office Suite

Job description

A leading financial institution in Tempe is seeking a Client Service Associate to foster and grow client relationships. The role requires adherence to FINRA regulations, exceptional client service skills, and proficiency in Microsoft Office. Candidates must hold or be able to obtain Series 7 and Series 63 licenses. This position offers a competitive total rewards package and the opportunity to work in a dynamic, team-focused environment.