US Private Bank- Client Service Associate Job at JPMorgan Chase & Co., Tempe, AZ

MFhQZURCRmFWTzZFdzQwV0kwd2pCc0RsTVE9PQ==
  • JPMorgan Chase & Co.
  • Tempe, AZ

Job Description

Job Description

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 J.P. 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

About Us

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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Job Tags

Similar Jobs

Chick-fil-A

Front of House Team Member (Day Shift) Job at Chick-fil-A

At Chick-fil-A, the Team Member role is more than just a job; it's an opportunity. In addition to working directly for an independent Owner/Operator, Team Members gain life experience that goes far beyond serving a great product in a friendly environment. Team Members ...

Bullock Protection LLC

Unarmed Security Officer Job at Bullock Protection LLC

 ...Job Opening: Unarmed Security Officer Bullock Protection LLC Bullock Protection LLC, a leader in private security services, is excited to announce an opening for a full-time Unarmed Security Officer position. This role is essential in maintaining the safety and security... 

University of New Mexico

Research Scientist 3 Job at University of New Mexico

 ...Research Scientist 3 Requisition ID req35386 Working Title Research Scientist...  ...Position Summary The UNM Cradle to Career Policy Institute (CCPI) is aninterdisciplinary...  ...of public policy issues related to education across the age continuum,with an emphasis... 

GXO Logistics, Inc.

PIT Operator- Weekend Night Shift - Lebanon, IN Job at GXO Logistics, Inc.

 ...ll have the support to excel at workand the resources to build a career you can be proud of. PIT Operator (Full-Time) - Weekend Night Shift - Saturday, Sunday & Monday - 5:30 pm - 5:30 am - (3 12-Hour Days); then 4 days off - Tuesday, Wednesday, Thursday and Friday... 

Wells Fargo

Senior Administrative Assistant Job at Wells Fargo

 ...About this role: Wells Fargo is seeking a Senior Administrative Assistant in Corporate & Investment Banking. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales...