at J.P. Morgan
Bulge Bracket Investment BanksPosted 3 days ago
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**U.S. Private Bank - Client Service Associate** Serve as the primary client contact in J.P. Morgan's U.S. Private Bank, fostering relationships and ensuring exceptional service. Key responsibilities include executing client transactions, upholding firm controls and regulations, collaborating with teams, and identifying business opportunities. Requires FINRA Series 7 and 63 licenses, proficiency in Microsoft Office Suite and Outlook, and the ability to thrive in a matrix organization. Join a dynamic, client-focused team supporting ultra-high net worth clients.
- Compensation
- Not specified
- City
- Houston
- Country
- United States
Currency: Not specified
Full Job Description
Location: Houston, TX, United States
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 JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless 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
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
