Private Bank - Global Families Group - Senior Client Service Associate

JPMorganChase • Newark, NJ

8d

About The Position

As a Senior Client Service Associate within J.P. Morgan’s Private Bank Global Families Group, you will maintain, deepen, and enrich client relationships and serve as the primary point of contact for Private Banking clients’ service-related needs. You will work in a complex, team-oriented, fast-paced environment with advisors, product partners, and operations teams to provide an integrated experience across Private Banking products.

Requirements

• FINRA Securities Industry Essentials, Series 7, and Series 63 licenses are required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
• Ability to operate effectively in a matrix organization and work under pressure with tight deadlines.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint, and Microsoft Outlook.
• Three years of client service experience.

Nice To Haves

• College degree preferred.
• Experience with a wide array of financial products preferred.

Responsibilities

• Provide exceptional client service and execute client requests, inquiries, and transactions, including money movement, security transfers, and loan transactions.
• Conduct escalated research requests.
• Follow and maintain the firm’s control policies and procedures and FINRA regulations, and protect client assets against potential fraud.
• Collaborate with client-facing teams and internal business groups to deliver and execute client transactions.
• Review client relationships and identify potential opportunities for clients to engage with additional products and services.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed