U.S. Private Bank – Digital Client Service Associate

Testing Site - JPMC; Tempe (AZ); On-site; USD 55,000 - 70,000; Full time

Job summary

Testing Site - JPMC is seeking a Digital Client Service Associate to be the primary contact for all online needs of Private Bank clients. You will collaborate with Bankers, product partners, and operations teams to deliver a seamless online client experience.

The role emphasizes exceptional service, adherence to controls, and strong communication skills to manage client inquiries and transactions in a fast-paced environment.

Qualifications

• Experience in private banking or financial services preferred.
• 3+ years in similar roles.
• Strong communication and problem-solving skills.

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

Interest in technology

Excellent communication

MS Office Suite

Experience in similar roles

Problem solving

Education

College degree or equivalent financial service experience

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