U.S. Private Bank - Client Service Associate

If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.

Morgan is the place for you!

As a Client Service Associate within the U.S.

Private Bank at J.P.

Morgan, you will be responsible for fostering, improving, and growing client relationships.

You will serve as the primary contact for all service-related needs of a Private Banking client.

Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless 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

Preferred qualifications, capabilities, and skills


* College degree or equivalent client service experience preferred


* Experience with a wide array of financial products preferred

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coa...