U.S. Private Bank - Client Service Associate

Chase; Tempe (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

Chase is hiring a Client Service Associate in Tempe, Arizona. As a key member of the U.S. Private Bank team, you will enhance client relationships and ensure top-tier service.

Your responsibilities include executing client transactions, adhering to firm policies, and collaborating with various teams. Candidates must have FINRA licenses and proficiency with Microsoft Office. This role is ideal for motivated individuals with a client service background.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required, or ability to obtain them.
• Proven ability to operate effectively in a matrix organization under pressure with tight deadlines.

Responsibilities

• Provide exceptional client service and flawless execution on client requests.
• Adhere to and maintain the firm's controls policies and protect client assets.
• Collaborate with client-facing teams to deliver and execute transactions.
• Identify potential business opportunities for additional products and services.

Skills

Client service

Effective communication

Team collaboration

Attention to detail

Education

College degree or equivalent client service experience

Tools

Microsoft Office Suite

Microsoft Outlook

Job description

Client Service Associate

If you are a collaborative team member, solutions orientated, and deliver 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.