JPMorgan Chase Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Tempe,AZ in Tempe, Arizona
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .
J.P. Morgan Asset & Wealth Management, 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 Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
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.
The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships. The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Wealth Management products.
Client Engagement - 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
Risk & Controls - Ensuring robust and consistent controls and operating procedures are in place and adhered to and that the team fully meets operating standards, compliance, risk and regulatory requirements. The Senior CSA will serve as the first level of escalation.
Market Partnership - effectively collaborate and build relationships with respective client facing teams and internal business groups to deliver and execute client transactions as well as attend client/prospect meetings
Business Development - review and identify potential business opportunities for clients to engage in additional products and services
Leadership - strategically impact the Client Service function and team as subject matter expert and advocate for change
FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 120 days of hire
No relocation assistance is being offered for this role
Minimum 3 years of financial services experience
College degree or equivalent service experience preferred
Experience with a wide array of financial products preferred
Demonstrate passion for delivering exceptional client service
Strong leadership skills
Excellent communication skills, both written and oral
Ability to develop and maintain collaborative relationships both internally and with external clients
Skilled in multi-tasking and managing priorities effectively
Ability to handle complex and challenging situations
Ability to identify and escalate issues
Ability to adapt to a rapidly changing and fast paced business and technology environment
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
General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans