Private Bank - Global Families Group - Client Service Associate

JPMorgan Chase • Newark, DE • 1d ago

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 within the Private Bank Global Families Group at JP Morgan 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

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

Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities

Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

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

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

Preferred qualifications, capabilities, and skills

College degree or equivalent client service experience preferred

Experience with a wide array of financial products preferred

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Senior Business Banker

S & T Bank • West Chester, PA • 12h ago

Finance, Accounting & Banking

Reference #: R-985 Work Location: 2 North Church Street West Chester PA 19380 Work Hours: Monday - Friday 8:00am - 5:00pm Additional hours as needed to fulfill the needs of the department. Function: Assumes direct respon...

12h ago

Go to Apply

Banking Service Technician - Chester, PA

Convergint Technologies, LLC • Chester, PA • 1d ago

Finance, Accounting & Banking

Reference #: BANKI013481 Description Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot,...

1d ago

Go to Apply

Lead Software Engineer, DevOps (Bank Tech)

Capital One • Wilmington, DE • 1d ago

Finance, Accounting & Banking

Lead Software Engineer, DevOps (Bank Tech) Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive ,and iterative delivery env...

1d ago

Go to Apply

IT Audit Consultant - Enterprise Data & Finance Technology

M&T Bank • Wilmington, DE • 1d ago

Finance, Accounting & Banking

THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALO NY, WILMINGTON DE, or BRIDGEPORT CT. MUST BE WITHIN LOCATION OR WILLING TO RELOCATE Overview: The Audit Consultant provides senior-level expertise in executing complex...

1d ago

Go to Apply

IT Audit Consultant - Enterprise Data & Finance Technology

M&T Bank • Wilmington, DE • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Prinicpal Electrical Engineer

SAIC • Aberdeen Proving Ground, MD • 1d ago

Finance, Accounting & Banking

Description SAIC has an opening for a Principal Electrical Engineer as part of a team providing hardware and software development solutions to the US Army C5ISR Center at Aberdeen Proving Ground, MD. Job Description: Use...

1d ago

Go to Apply

Prinicpal Electrical Engineer

SAIC • Aberdeen Proving Ground, MD • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Accounts Payable Manager

Robert Half • Kennett Square, PA • 3d ago

Finance, Accounting & Banking

Description We have partnered with a stable client on their search for an AP Manager with proven management experience. In this role, the successful candidate will ensure all invoice are processed and coded accurately by...

3d ago

Go to Apply

Senior Accounting Manager

Robert Half • Newark, DE • 3d ago

Finance, Accounting & Banking

Description Northern Delaware client, seeks a Senior Accounting Manager with proven general ledger expertise. This role will be responsible for managing the month end process, creating financial reporting schedules, assi...

3d ago

Go to Apply

Business Banking Relationship Manager

M&T Bank • Wilmington, DE • 4d ago

Finance, Accounting & Banking

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relat...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.