at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
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**Private Bank Client Service Associate (Mandarin Fluency Required)** Serve as primary client point of contact within J.P. Morgan's Global Families Group, providing exceptional service and flawless execution on client requests. Collaborate with advisors and teams to deliver integrated solutions across Private Banking products. Adhere to firm controls and protect client assets while identifying business opportunities. Requires FINRA Series 7 and 63 licenses, Mandarin/English fluency, and proficiency in Microsoft Office. Previous experience with financial products and college degree preferred. Work hours: Newark, DE (ET) 12:00 PM–9:00 PM or Tempe, AZ (MST) 9:00 AM–6:00 PM.
- Compensation
- Not specified
- City
- Newark
- Country
- United States
Currency: Not specified
Full Job Description
Location: Newark, DE, United States
If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you!
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.
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 firms 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
- Fluency in Mandarin/English is required
- Schedule Requirement: Candidates must be able to work the standard hours aligned to their assigned location: Newark, DE (ET) 12:00 PM9:00 PM or Tempe, AZ (MST) 9:00 AM6:00 PM, MondayFriday
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
