U.S. Private Bank - Client Service Associate

JPMorgan Chase & Co.; Houston (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Client Service Associate for the U.S. Private Bank.

You will be the primary contact for service-related needs, collaborating with advisors, product partners, and operations to ensure a seamless client experience across Private Banking products. The role emphasizes outstanding client service, accurate processing of requests, and strict adherence to controls and FINRA regulations.

Qualifications

• FINRA Series 7 and Series 63 licenses required or pursuing with 90 days to obtain.
• Proven ability to operate in a matrix organization under tight deadlines.
• Proficiency with Microsoft Office Suite and Outlook.

Responsibilities

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

Skills

FINRA Series 7

FINRA Series 63

MS Office

Matrix environment

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

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