Company

Jpmorgan Chase Bank, N.a.See more

addressAddressTempe, AZ
type Form of workFull-Time
CategoryRetail

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 Senior Client Service Associate 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

  • Client Engagement - 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
  • Risk & Controls - adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Market Partnership - effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Business Development - proactively 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 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 90 days of hire
  • College degree or equivalent Client Service experience preferred
  • Experience with a wide array of financial products preferred
  • 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
  • 3+ years-experience and college degree or equivalent preferred.

JPMorgan Chase & Co., 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 recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

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.

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

Refer code: 8157912. Jpmorgan Chase Bank, N.a. - The previous day - 2024-02-07 23:11

Jpmorgan Chase Bank, N.a.

Tempe, AZ
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