U.S. Private Bank - Client Service Associate

Aumni; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities Industry Essentials, Series 7, and Series 63 licenses or be willing to obtain them. Proficiency in Microsoft Office and the ability to work under pressure are also required, along with a focus on exceptional client relationships and adherence to regulatory policies. Competitive compensation and benefits are part of the offering.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Ability to operate effectively in a matrix organization.
• Proficient with Microsoft Office Suite.

Responsibilities

• Provide exceptional client service and flawless execution on client requests.
• Adhere to firm’s controls policies and procedures.
• Collaborate with client facing teams to execute transactions.

Skills

Client service orientation

Ability to work under pressure

Proficiency in Microsoft Office Suite

Education

College degree or equivalent client service experience

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

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

EEO Statement

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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.

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

Join Our Team

Join a dynamic client focused team supporting J.P. Morgan’s Private Bank ultra-high net worth clients