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 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
- Client Engagement – 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
- Risk & Controls – adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Market Partnership – effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Business Development – proactively 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
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
- 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