Senior Private Banking Client Services Lead

Testing Site - JPMC; Newark (DE); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan in the U.S. Private Bank seeks a Senior Client Service Associate to nurture client relationships and deliver premier service. You will be the primary contact for service needs, coordinating with advisors, product partners and operations to provide an integrated client experience.

You will handle complex requests, ensure compliance with FINRA rules and firm controls, and identify opportunities to expand client relationships through additional products and services.

Qualifications

• FINRA licenses (SIE, Series 7 and Series 63) required; licenses must be obtained within 90 days of start.
• 3 years of client service experience in a financial services environment.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Adhere to FINRA regulations and firm controls to protect client assets.
• Collaborate with client facing teams to deliver and execute client transactions.
• Identify potential business opportunities to engage clients with additional products and services.

Skills

Client service

FINRA licenses

Microsoft Office

Education

College degree

Tools

Microsoft Office Suite

Job description

J.P. Morgan in the U.S. Private Bank seeks a Senior Client Service Associate to nurture client relationships and deliver premier service. You will be the primary contact for service needs, coordinating with advisors, product partners and operations to provide an integrated client experience.

You will handle complex requests, ensure compliance with FINRA rules and firm controls, and identify opportunities to expand client relationships through additional products and services.