U.S. Private Bank - Senior Client Service Associate

JPMorgan Chase & Co.; Newark (DE); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Newark seeks a Senior Client Service Associate within the U.S. Private Bank to maintain, deepen, and enrich client relationships.

You will be the primary contact for all service needs of a Private Banking client in a fast-paced, team-oriented setting. Responsibilities include executing client requests, transfers and loans, ensuring compliance with FINRA regulations, and collaborating with advisors, product partners, and operations to deliver integrated Private Banking

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required; unlicensed candidates considered, but must 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.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions.
• Adhere to and maintain firm controls policies and regulations and protect client assets from fraud.
• Collaborate with client facing teams and internal groups to deliver and execute client transactions.
• Review and identify potential business opportunities for clients to engage in additional products and services.

Skills

Client service

Work under pressure

Team collaboration

Education

College degree

Tools

Microsoft Office

Microsoft Outlook

Job description

If you are a collaborative team player, solutions-oriented, and committed to deliveringpremier 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