U.S. Private Bank - Digital Client Service Associate

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

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

You will provide exceptional service, follow controls and protect assets, and engage with client-facing teams to execute client transactions in a fast-paced, high-volume environment.

Qualifications

• 3+ years of experience in similar roles.
• Interest in technology.
• Excellent communication skills.
• Proficiency with MS Office Suite (Word, Excel, PowerPoint) and Outlook.
• 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 respective client facing teams and internal business groups to deliver and execute client transactions.

Skills

Tech interest

Communication

Microsoft Office

Experience

Problem solving

Education

College degree

Tools

Microsoft Office

Outlook

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