Private Client Experience Specialist - Westerville, OH

Client Experience Specialist

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 marketing activities such as sending JPMorgan approved client gifts, or inviting clients to events.
• Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Bankers

Required Qualifications, Capabilities, and Skills

• A minimum of two years of financial services experience.
• Demonstrated experience delivering exceptional client service to an affluent client base.

Preferred Qualifications, Capabilities, and Skills

• A bachelor's degree
• Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.

This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.