U.S. Private Bank – Digital Client Service Associate

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Digital Client Service Associate for the Private Bank. You will be the primary contact for online client needs and collaborate with bankers, product partners, and operations to deliver a seamless online experience.

The role emphasizes exceptional service, accurate execution of client requests, and adherence to controls and fraud prevention. You will engage with client-facing teams to execute transactions and protect client assets.

Qualifications

• Must have interest in technology.
• Excellent communication skills (verbal and written).
• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook.
• Minimum 3 years of experience in similar roles.
• Strong problem solving acumen.

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 client facing teams and internal business groups to deliver and execute client transactions.

Skills

Interest in technology

Excellent communication

Microsoft Office proficiency

3+ years experience

Problem solving

Education

College degree or equivalent

Tools

Microsoft Office Suite

Job description

As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank clients. You will work in a team-oriented environment with Bankers, product partners, and operations teams to deliver a seamless and integrated approach to the client online experience.

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