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U.S. Private Bank - Client Service Associate

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Newark

AI generated summary

  • You need FINRA licenses (SIE, Series 7, Series 63), ability to work in a matrix organization, proficiency in Microsoft Office, and a college degree or client service experience.
  • You will provide exceptional client service, execute transactions, adhere to firm policies, collaborate with teams, and identify business opportunities for clients in U.S. Private Bank.

Requirements

  • 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

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

FAQs

What licenses are required for the U.S. Private Bank - Client Service Associate position at J.P. Morgan?

FINRA Securities Industry Essentials, Series 7 and Series 63 licenses are required for the Client Service Associate position. Unlicensed candidates may be considered, but they must obtain the necessary licenses within 90 days of their start date.

What are the primary responsibilities of a Client Service Associate within the U.S. Private Bank at J.P. Morgan?

The primary responsibilities include providing exceptional client service, executing client requests and transactions, adhering to firm controls policies and procedures, collaborating with client facing teams and internal business groups, and identifying potential business opportunities for clients.

What qualifications and skills are required for the U.S. Private Bank - Client Service Associate position at J.P. Morgan?

In addition to the required FINRA licenses, candidates should have the ability to operate effectively in a matrix organization, work under pressure with tight deadlines, and be proficient in Microsoft Office Suite. A college degree or equivalent client service experience is preferred, along with experience with a wide array of financial products.

What is the work environment like for a Client Service Associate at J.P. Morgan?

The work environment is team-oriented, fast-paced, and collaborative. Client Service Associates work with advisors, product partners, and operations teams to deliver a seamless and integrated approach across all Private Banking products. They must be solutions-oriented and focused on delivering premier client service.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.