U.S. Private Bank - Client Service Associate

JPMorganChase; Newark (DE); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase is seeking a Client Service Associate within the U.S. Private Bank. You will be the primary contact for service-related needs, fostering relationships and ensuring a seamless approach across Private Banking products.

You will collaborate with advisors, product partners, and operations to deliver flawless service, while maintaining compliance with FINRA regulations and firm controls. Extensive client-facing experience in private banking is a plus.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Ability to operate effectively in a matrix organization and work under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, loan transactions, and escalated research requests.
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations, protecting client assets against potential fraud activities.
• Collaborate with 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.

Skills

FINRA SIE license

Series 7 license

Series 63 license

Matrix organization experience

Microsoft Office Suite

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Job description

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, working in a dynamic, team‑focused environment with 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, loan transactions, and escalated research requests.
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations, protecting client assets against potential fraud activities.
• Collaborate with 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; unlicensed candidates considered but required to obtain licenses within 90 days of start date.
• Proven ability to operate effectively in a matrix organization, working under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook.

Preferred Qualifications, Capabilities, And Skills

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

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including 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. Additional details about total compensation and benefits will be provided during the hiring process.

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. 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.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.