U.S. Private Bank - Client Service Associate

Job Description

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.

• 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 firm’s control policies and procedures and FINRA regulations while protecting client assets against potential fraud activities.
• Collaborate with 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.

• 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.

• College degree or equivalent client service experience preferred.
• Experience with a wide array of financial products preferred.

JPMorgan

Chase, 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 offer a competitive total rewards package including base salary, commission‑based pay, discretionary incentive compensation, and a range of benefits such as comprehensive health care coverage, on‑site wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

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. 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.

We also make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.