U.S. Private Bank - Digital Client Service Associate

Next Frontier Capital; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary

Commission pay

Incentive compensation

Health coverage

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Tempe, AZ seeks a client service professional to flawlessly execute client requests, comply with controls and protect assets, and collaborate with client-facing teams to process transactions.

The role emphasizes communication, problem solving and familiarity with MS Office tools in a high-volume environment, with a broad benefits package offered.

Qualifications

• Interest in technology and strong communication skills required.
• Proficiency with MS Office (Word, Excel, PowerPoint) and Outlook.
• 3+ years of experience in similar client-facing roles.
• Strong problem-solving abilities are essential.

Responsibilities

• Provide exceptional service and flawless execution on client requests and inquiries.
• Follow the firm’s controls, policies and regulations and protect client assets from potential fraud.
• Engage with client-facing teams and internal groups to deliver and execute client transactions.

Skills

Interest in technology

Excellent communication skills

MS Office proficiency

3+ years experience

Strong problem solving

Education

College degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Job responsibilities

• Provide exceptional service and flawless execution on client requests and inquiries
• Follow the firm’s controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
• Engage with respective client facing teams and internal business groups to deliver and execute client transactions

Required qualifications, capabilities, and skills

• Interest in technology
• Excellent communication skills (both verbal and written)
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
• 3+ years of experience in similar roles
• Strong problem solving acumen

Preferred qualifications, capabilities, and skills

• Prior experience in the financial service industry in client facing role
• College degree or equivalent financial service experience
• Experience with a wide array of financial products

Prior experience working in a high call volume environment

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 based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

• 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 at our company. 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

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. If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!