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

Req #: 170116551
Location: Scottsdale, AZ, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.5 trillion, over 235,000 employees and 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 a key contact for 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.
 
Key Responsibilities:
  • Provide high quality service to Private Bank clients
  • Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
  • Research, follow-up, and resolve client inquiries and problems in a timely fashion through effective interaction with clients, advisors, Operations partners, and other parties
  • Coordinate and follow through on client requests for products and services (i.e. send wires and/or check orders, process credit draw downs/pay downs, maintain ATM cards, etc.)
  • Drive client adoption of digital service channels (i.e. JP Morgan Online, mobile app) to enhance client relationships and improve the service experience
  • Monitor for high risk, fraudulent and phishing activity and ensure the security and safety of client assets and information
  • College degree or equivalent financial services/banking industry experience preferred 
  • Previous client service or call center experience preferred, preferably in a financial services environment
  • Excellent communication skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Proficiency with Microsoft Word and Excel, ability to learn proprietary software and databases
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