Private Client Experience Specialist - San Diego

JPMorgan Chase • San Diego, CA

401d • $79,997 - $119,995

About The Position

The Private Client Experience Specialist at JPMorgan Chase is responsible for delivering exceptional client service within the Consumer and Community Banking division. This role focuses on providing a high-touch client experience, supporting Relationship Managers, and assisting clients with their banking needs, including loans and deposit products. The specialist will play a key role in onboarding clients, managing inquiries, and identifying opportunities to deepen client relationships.

Requirements

• A minimum of two years of financial services experience.
• Demonstrated experience delivering exceptional client service to an affluent client base.

Nice To Haves

• A bachelor's degree.
• Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.

Responsibilities

• Provide clients with white glove service by delivering a seamless client onboarding experience.
• Own inquiries from start to finish and complete servicing requests as needed.
• Support Relationship Managers in deepening client relationships by taking client inquiry calls and conducting business calls.
• Develop expertise in deposit products to assist clients with day-to-day banking needs.
• Manage the lending process by completing loan applications with clients and quoting rates.
• Assist Relationship Managers with marketing activities such as sending client gifts and coordinating events.
• Leverage product knowledge to uncover opportunities for deepening client wallet share.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 10,001+ employees