Apply Now    

Wealth Management | U.S. Private Bank | Client Service Associate (Licensed)

Req #: 170104901
Location: Houston, TX, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
 
Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
 
The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank’s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. 
 
Position Summary:
The Client Service Associate is the primary point of contact for all service related needs of a Private Bank client. He/she will join a large group of colleagues responsible for answering client questions and inquiries, performing servicing activities across the broad range of products. The ideal candidate will be passionate about client service and will have strong communications skills to ensure an exceptional level of client satisfaction.
 
Core Responsibilities:
  • Client Engagement – provide exceptional client service and execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions
  • Partnership – effectively engage with client facing teams and internal business groups to deliver and execute client transactions
  • 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
Qualifications:
  • FINRA Series  7 and 63 licenses required for the position: must be obtained within 120 days of hire
  • College degree or equivalent experience preferred
  • Previous client service or call center experience preferred, preferably in a financial services environment
  • Experience with financial products preferred
  • Excellent communication skills, both written and oral
  • Ability to work collaboratively both internally and with external clients
  • Skilled in multi-tasking and managing priorities effectively
  • Ability to handle complex and challenging situations from origination to completion
  • Ability to identify and escalate issues
  • Ability to adapt to a rapidly changing and fast paced business and technology environment
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.