U.S. Private Bank - Client Service Associate

Testing Site - JPMC; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

J.P. Morgan, within the U.S. Private Bank in Houston, seeks a Client Service Associate to manage service-related needs of Private Banking clients and coordinate with advisors, product partners, and operations teams for a seamless client experience.

The role emphasizes delivering premier client service, supporting money movements, transfers, and loan transactions, and maintaining FINRA compliance while exploring opportunities for additional products.

Qualifications

• FINRA SIE, Series 7 and 63 licenses required or must obtain within 90 days of start date
• Ability to operate effectively in a matrix organization and perform under pressure with tight deadlines
• 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 firm controls policies and FINRA regulations and protect client assets from fraud
• Collaborate with client-facing teams and internal groups to deliver and execute client transactions
• Review and identify opportunities for clients to engage in additional products and services

Skills

FINRA SIE

Series 7

Series 63

Education

College degree

Tools

Microsoft Office Suite

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