U.S. Private Bank - Client Service Associate
Company: JPMorgan Chase
Location: Houston
Posted on: March 19, 2023
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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 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 Series 63 licenses required for the position;
unlicensed candidates considered, but required to obtain licenses
within 90 days of start date + 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 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 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. The health and safety of our colleagues,
candidates, clients and communities has been a top priority in
light of the COVID-19 pandemic. JPMorgan Chase was awarded the
"WELL Health-Safety Rating" for all of our 6,200 locations globally
based on our operational policies, maintenance protocols,
stakeholder engagement and emergency plans to address a
post-COVID-19 environment. As a part of our commitment to health
and safety, we have implemented various COVID-related health and
safety requirements for our workforce. Employees are expected to
follow the Firm's current COVID-19 or other infectious disease
health and safety requirements, including local requirements.
Requirements include sharing information including your vaccine
card in the firm's vaccine record tool, and may include mask
wearing. Requirements may change in the future with the evolving
public health landscape. JPMorgan Chase will consider accommodation
requests as required by applicable law. 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, discretionary incentive compensation which may be awarded in
recognition of 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. Equal Opportunity Employer/Disability/Veterans
Keywords: JPMorgan Chase, Houston , U.S. Private Bank - Client Service Associate, Other , Houston, Texas
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