Private Bank - Global Families Group - Client Service Associate (Mandarin Fluency Required)
Chase
Client Service Associate
If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you!
As a Client Service Associate within the Private Bank Global Families Group at JP Morgan 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 and 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 as well as protecting client assets against potential fraud activities
- Collaborate with respective 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
Required qualifications, capabilities, and skills
- 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
- Fluency in Mandarin/English is required
- Schedule Requirement: Candidates must be able to work the standard hours aligned to their assigned location: Newark, DE (ET) 12:00 PM9:00 PM or Tempe, AZ (MST) 9:00 AM6:00 PM, MondayFriday
Preferred qualifications, capabilities, and skills
- College degree or equivalent client service experience preferred
- Experience with a wide array of financial products preferred
Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Private Bank - Global Families Group - Client Service Associate (Mandarin Fluency Required) in Tempe, AZ vacancy
- ...Job Title Client Service Associate Job Description If you are... ...Associate within the Private Bank Global Families Group at JP Morgan you will... ...products and services Required Qualifications,... ...Microsoft Outlook Fluency in Mandarin/English is required...PrivateMandarin languageWork at office
- ...to our Commercial Bank clients. Manage multiple relationships... ...products and services. As a Client Service Senior Associate within the... ...banking landscape Required Qualifications, Skills... ...and innovative global organization will... ...Business Resource Groups, employees who come...SuggestedWork experience placementWork at office
- ...to our Commercial Bank clients. Manage multiple relationships... ...products and services. As a Client Service Associate within the... ...banking landscape Required qualifications, capabilities... ...and innovative global organization will provide... ...Business Resource Groups, employees who come...SuggestedWork experience placementWork at office
- ...to our Commercial Bank clients. Manage multiple relationships... ...products and services. As a Client Service Senior Associate within the... ...banking landscape Required Qualifications, Skills... ...and innovative global organization will... ...Business Resource Groups, employees who come...SuggestedWork experience placementWork at office
J.P. Morgan
Tempe, AZ1 day ago - ...investment products and services for individuals,... ...and Wealth Management Client Associates help clients pursue the... ...coupled with the banking convenience of Bank of... ...culture with specific requirements for office-based attendance... ..., Portuguese or Mandarin.Bachelor’s Degree in...Mandarin languageFull timeTemporary workSeasonal workWork at officeWork from homeShift workDay shift
$21 per hour
Client Services Associate Job Overview Are you looking to launch your... ...programs. Required Qualifications Bachelor... ...retail, hospitality, banking, call center, or other... ...TEKsystems is an Allegis Group company. The company... ...TEKsystems and TEKsystems Global Services We're a...Contract workTemporary workRemote workMonday to FridayShift work$84.3k - $173.3k
...Deloitte US Chinese Services Group (CSG) - Project... ...help manage client-related... ...High degree of fluency in English and Mandarin ChineseStrong written... ...geographic differential associated with the... .... If you require a reasonable accommodation... ...to the Global Call Center (GCC...Mandarin languageWork at officeLocal areaVisa sponsorship$21 per hour
...Client Services Associate Remote (Must Reside Near Tempe, AZ)... ...We're Looking For Required Qualifications Strong... ...financial services, banking, investments, or related... ...is an Allegis Group company. The company... ...TEKsystems and TEKsystems Global Services We’re a...Contract workTemporary workRemote work- ...for helping our clients, taking care of... ...extraordinary customer service while... ...financial needs. As a Private Client Investment Associate in J.P. Morgan... ...and compliance requirements (e.g., completion... ...JPMorgan Chase Bank, N.A. or any of... ...they bring to our global workforce are directly...Mandarin language
- ...for helping our clients, taking care of... ...extraordinary customer service while... ...financial needs. As a Private Client Investment Associate in J.P. Morgan... ...and compliance requirements (e.g. completion... ...JPMORGAN CHASE BANK, N.A. OR ANY OF... ...they bring to our global workforce are directly...Mandarin language
$75.82k - $89.2k
...At U.S. Bank, we’re on a journey to do our... ..., and servicing of Personal Trust... ...will partner with Private Wealth Advisors and... ...role with no direct client communication. You... ...and compliance with requirements. - Prepare account... ...help you and your family boost your health,...PrivateTemporary workWork at officeLocal area3 days per weekU.S. Bank
Tempe, AZ1 day ago$70k - $115k
...Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports... ...collecting, organizing, and validating required information and documentation (... ...reflects a broad cross-section of the global communities in which we operate,...Contract workTemporary workWork at officeFlexible hours- ...Northern TrustAs a global leader in... ...management, asset servicing, asset management and banking services,... ...successful individuals, families, corporations... ...provide to our clients and the... ...regulatory and fund requirements.Manage investor... ...alternative investments, private markets, or...PrivateFull timeH1bWork at officeWorldwideFlexible hours
- U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist... ...accounts. This role requires expertise in PWM products... ...ideal candidate will hold an Associate's degree or equivalent experience, possess strong client service skills, and demonstrate proficiency...PrivateWork at office3 days per week
- TEKsystems in Tempe, AZ is seeking a Contract Client Services Associate to support advisors and investors. You will handle inbound inquiries, resolve issues, and assist with account servicing while documenting interactions across systems. The role emphasizes training, development...Remote jobContract work
$43.9k
...LEGO Customer Service Representative Just... ...tools and programs, requiring solid IT skills to... ...and have a private space to work remotely... ...what to expect: Family Care Leave We offer... ...play at the LEGO Group, where everyone feels... ...for sharing our global commitment to...PrivateFull timeFixed term contractSeasonal workCurrently hiringWork at officeLocal areaImmediate startRemote workWork from homeMonday to FridayFlexible hoursShift work2 days per weekLego Services LLC
Tempe, AZ3 days ago$22.5 - $30 per hour
Position Overview The Private Wealth Management... ...requests for banking deposit accounts and... ...process and adhere to Service Level Agreements.... ...Qualifications Associate's degree and/or at... ...communication skills. Proven client service and... ...year or as required by law Equal Employment...PrivateHourly payTemporary workWork at officeLocal area3 days per week- ...Lead in Customer Service in our Asset... ...service to our clients. You will act as... ...across the team.Required Qualifications,... ...in investment banking, consumer and small... ...bring to our global workforce are... ...management and private banking solutions... ...individuals, families and foundations...PrivateWork experience placement
- Morgan Stanley is a global financial services firm that conducts... ...services to its clients including brokerage... ....Morgan Stanley Private Bank, National Association (“MSPBNA”), as part... ...Banker experience.Required Qualifications, capabilities... ...and their families at every point...PrivateWork at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...and documentation is current with firm and industry requirements, rules and regulations. Processes and monitors the transfer...Work experience placementWork at office
- A leading digital platform in Chandler, Arizona, is seeking a candidate for a client service leadership position that offers flexibility, growth opportunities, and a supportive environment. This role provides the chance to work from home and be part of a nurturing community...Remote jobWork from home
- Morgan Stanley is a global financial services firm that conducts... ...services to its clients including brokerage... .... Morgan Stanley Private Bank, National Association (“MSPBNA”), as part... ...solutions. Required Qualifications, Capabilities... ...and their families at every point along...PrivateSelf employment
- ...Stanley is a leading global financial services firm providing a... ...range of investment banking, securities, investment... ...Firm's employees serve clients worldwide including... ...and audit requirements are always met.Working... ...employees and their families at every point along...Work at officeWorldwideShift work
$58.43k - $93.39k
...Northern Trust As a global leader in... ...management, asset servicing, asset management and banking services, Northern... ...successful individuals, families, corporations and institutions... ...to provide to our clients and the communities... ...activity, obtains required documentation, and...H1bWork at officeWorldwideFlexible hoursSocket
Tempe, AZ1 day ago$110k - $190k
...firm is truly global-& a market... ...Morgan Stanley Private Bank, National Association (“MSPBNA”) a... ...trillion in client assets and more... ...individuals, families, businesses,... ...wide variety of services: brokerage... ...Qualifications: Requires 10+ years of... ...474 MS Services Group, Inc.PrivateTemporary workWorldwide- A leading financial services firm in Tempe, AZ is seeking a Private Client Banker to build relationships with affluent clients and deliver exceptional service. The role focuses on managing clients' banking needs through a proactive approach, generating growth and acquiring...Full time
$70k - $115k
...a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone business. IIS supports... ...activities, the Client Relationship Specialist is required to have active Series 7 and 66 (or 63 and 65)...Full timeContract workTemporary workWork at officeFlexible hours- ...one of the largest private consumer fintech... ...enabled debt resolution services business, and over... ...via our banking-as-a-service partner... ...security risks and requirements/configurations for... ...discounts for your furry family members ~... ...employee resource groups Join Achieve,...PrivateFull timeContract workRemote workWork from home
Achieve
Tempe, AZ24 days ago $57k - $115k
...is a leading global financial services firm providing... ...of investment banking, securities, investment... ...an integrated client service... ...and family office clients... ...effectively utilize the group’s systems,... ...Knowledge and Skills Required Proficiency... ..., including private equity, hedge...PrivateTemporary workWork at office- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive... ..., people, organizational, and client service skills Attention to detail coupled with... ...Service, Customer Service Management, Group Problem Solving, Identifying Sales...Full timeFlexible hours
Royal Bank of Canada
Gilbert, AZ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Bank - Global Families Group - Client Service Associate (Mandarin Fluency Required). Be the first to apply!
Related searches
- client services associate Tempe, AZ
- client solutions associate Tempe, AZ
- client relationship associate Tempe, AZ
- community services specialist Tempe, AZ
- professional services specialist Tempe, AZ
- toyota service advisor Tempe, AZ
- environmental services attendant Tempe, AZ
- service administrator Tempe, AZ
- health services administrator Tempe, AZ
- experienced service advisor Tempe, AZ