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 U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless 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 requestsAdhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activitiesCollaborate with respective client facing teams and internal business groups to deliver and execute client transactionsReview 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 dateProven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlinesProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

College degree or equivalent client service experience preferredExperience with a wide array of financial products preferred