Private Client Experience Specialist - Los Angeles, CA
About The Position
Join JPMorgan Private Client as a Client Experience Specialist to support a team dedicated to delivering unparalleled service within the Firm’s Consumer and Community Banking’s division. This role is instrumental in providing a high-touch client experience, partnering with Relationship Managers to fulfill the JPMorgan Private Client value proposition. Responsibilities include assisting clients with banking needs, identifying opportunities to deepen client relationships, and supporting clients through the loan acquisition process. The ideal candidate is passionate about delivering exceptional service and building strong 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, 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
- Competitive total rewards package
- Commission-based pay and/or discretionary incentive compensation
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
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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
