Private Client Experience Specialist - Westerville, OH

Westerville, OH, United States

• Job Identification
• Job Category Relationship Manager
• Business Unit Consumer & Community Banking
• Posting Date 04/03/2026, 07:20 PM
• Locations 370 S Cleveland Ave, Westerville, OH, 43081, US
• Job Schedule Full time
• Base Pay/Salary Westerville,OH $30.00-$55.00

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 at our company. 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. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.

As a Client Experience Specialist in the Firm’s Consumer and Community Banking’s division, you will be instrumental in delivering a high-touch client experience. In this role, you’ll partner with our bankers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you’re passionate about delivering exceptional service while building relationships, come join our team.

Job Responsibilities

• Provide clients with exceptional service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
• Support Bankers in deepening client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Bankers
• Develop expertise in the JP Morgan Private Client product offering to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
• Assist Bankers with…