U.S. Private Bank - Client Service Associate

Next Frontier Capital; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Service Associate in Chicago to support U.S. Private Bank clients, delivering premier service and coordinating with advisors, product partners and operations.

You will be the primary contact for service needs, handling requests, money movements, security transfers and loan transactions with accuracy and compliance. Qualifications include FINRA Series 7 and 63 (or willing to obtain within 90 days), proficiency with Word, Excel, PowerPoint and Outlook, and

Qualifications

• FINRA Series 7 and Series 63 licenses required; unlicensed candidates accepted but must obtain licenses within 90 days of start
• Proven ability to operate effectively in a matrix organization and meet tight deadlines
• Proficiency with Word, Excel and PowerPoint and Microsoft Outlook

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions
• Adhere to firm controls policies and FINRA regulations, protecting client assets from fraud
• Collaborate with client facing teams and internal groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage with additional products and services

Skills

Customer service

Working under pressure

Team collaboration

Education

College degree or equivalent

Tools

Microsoft Office

Microsoft Outlook

Job description

U.S. Private Bank - Client Service Associate

Chicago, IL, United States

Job Description

If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!

As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service‑related needs of a Private Banking client. Your role will necessitate working in a dynamic, team‑focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.

Job responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred

Equal Opportunity Employer Statement

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.