U.S. Private Bank - Senior Client Service Associate

Testing Site - JPMC; Newark (DE); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan in the U.S. Private Bank seeks a Senior Client Service Associate to nurture client relationships and deliver premier service. You will be the primary contact for service needs, coordinating with advisors, product partners and operations to provide an integrated client experience.

You will handle complex requests, ensure compliance with FINRA rules and firm controls, and identify opportunities to expand client relationships through additional products and services.

Qualifications

• FINRA licenses (SIE, Series 7 and Series 63) required; licenses must be obtained within 90 days of start.
• 3 years of client service experience in a financial services environment.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests and transactions.
• Adhere to FINRA regulations and firm controls to protect client assets.
• Collaborate with client facing teams to deliver and execute client transactions.
• Identify potential business opportunities to engage clients with additional products and services.

Skills

Client service

FINRA licenses

Microsoft Office

Education

College degree

Tools

Microsoft Office Suite

Job description

If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you!

As a Senior Client Service Associate within the U.S. Private Bank at JPMorgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated 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
• 3 years Client Service experience

Preferred qualifications, capabilities, and skills

• College degree preferred
• Experience with a wide array of financial products preferred