Private Bank - Global Families Group - Senior Client Service Associate
Listed on 2026-06-26
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Finance & Banking
Bank Customer Service, Banking Operations, Financial Sales, Regulatory Compliance Specialist
As a Senior Client Service Associate within the Private Bank Global Families Group at JPMorgan 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, 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 firm's controls 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; unlicensed candidates considered but must obtain licenses within 90 days of start date.
- Proven ability to operate effectively in a matrix organization and work under pressure with tight deadlines.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook.
- Minimum of 3 years Client Service experience.
- College degree preferred.
- Experience with a wide array of financial products preferred.
JPMorgan Chase offers a competitive total rewards package, including a base salary based on role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. Benefits include comprehensive health care coverage, an on‑site health and wellness center, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Equal Opportunity EmployerJPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
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