Private Client Experience Specialist - Irvine, CA

JPMorganChase • Irvine, CA

1d • Onsite

About The Position

Join JPMorgan Private Client as a Client Experience Specialist to support a team dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm’s Consumer and Community Banking’s division, you will be instrumental in delivering a high-touch client experience. In this role, you’ll partner with Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. This role is for individuals passionate about delivering exceptional service while building 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, owning inquiries from start to finish and completing servicing requests as needed.
• Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Relationship Managers.
• Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
• Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
• Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
• Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager

Benefits

• incentive compensation plan that is paid on an annual basis
• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees