Client Service Associate

About the Role

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.

Key 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.

Requirements & Tech Stack

• FINRA Securities Industry Essentials (SIE), 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.

Qualifications

• College degree or equivalent client service experience preferred.
• Experience with a wide array of financial products preferred.