U.S. Private Bank - Client Service Associate

Testing Site - JPMC; Newark (DE); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking a collaborative Client Service Associate to foster, grow, and manage client relationships.

You will be the primary contact for service needs of a Private Banking client, working with advisors, product partners, and operations teams to provide a seamless experience across products. Responsibilities include delivering exceptional service on client requests and transactions, adhering to controls and FINRA regulations, coordinating with client-facing teams,

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required or must obtain within 90 days.
• Proven ability to work in a matrix organization under tight deadlines.
• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook.

Responsibilities

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

Skills

Client service

Attention to detail

Communication

Education

FINRA Series 7/63 licenses

College degree preferred

Tools

Microsoft Office

Outlook

Excel

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 J.P. 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