Private Banking Support Specialist

Fairygodboss; New Orleans (LA); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Bank Professional to provide essential daily support to Client Advisors in managing client relationships within the U.S. Private Bank.

The role involves coordinating with multiple teams to ensure compliance and accuracy in client data and transactions. The ideal candidate will hold Series 7/66 licenses (or be willing to obtain within 90 days), have a Bachelor's degree, and 1+ year of related experience, with strong Excel/PowerPoint skills and a

Qualifications

• Bachelor's degree required.
• Series 7 and 66 licenses required or candidates must obtain within 90 days.
• 1+ years industry experience recommended.
• Strong follow-up and follow-through skills.
• Proficiency in PowerPoint and Excel.
• Familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn.

Responsibilities

• Support Client Advisors in KYC documentation and processes.
• Assist in account opening and preparation for investments.
• Monitor client accounts and manage basic information.
• Conduct daily account administration.
• Serve as contact with Account Opening, Risk Management and Investor Support teams.
• Coordinate with Operations and Client Service teams.
• Monitor risk metrics and discuss scenarios with team leadership.

Skills

Series 7/66 licenses

PowerPoint

Excel

Communication

Organizational skills

Financial markets knowledge

Self-starter

Familiarity with JP Morgan systems

Education

Bachelor's degree

Tools

Workstation

Connect

KYC systems

Job description

JPMorgan Chase & Co. is seeking a Private Bank Professional to provide essential daily support to Client Advisors in managing client relationships within the U.S. Private Bank.

The role involves coordinating with multiple teams to ensure compliance and accuracy in client data and transactions. The ideal candidate will hold Series 7/66 licenses (or be willing to obtain within 90 days), have a Bachelor's degree, and 1+ year of related experience, with strong Excel/PowerPoint skills and a