U.S. Private Bank - Client Service Associate
Aumni
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless 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 Preferred qualifications, capabilities, and skills College degree or equivalent client service experience preferred Experience with a wide array of financial products preferred 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans #J-18808-Ljbffr Aumni
- ...you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client...SuggestedWork at office
$20 - $26.39 per hour
...administrative and customer service support to Investment... ...Managers of U.S. Bancorp Investment Sales... ...requirements, maintaining client files and supplies, answering... ...the Wealth Management Associate Monthly Incentive... ...$20.00 - $26.39 U.S. Bank is an equal opportunity...SuggestedTemporary workWork at office$20 - $26.39 per hour
U.S. Bank in Tempe is looking for a Sales Support Specialist to assist Investment Relationship Managers with customer service and administrative duties. Responsibilities include managing appointments, preparing proposals, and supporting business development. Ideal candidates...SuggestedHourly pay- ...Client Service Associate If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service,... ...place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan you will be responsible...SuggestedWork at office
- ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization... ...over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...Suggested
- ...Job Title Client Service Associate Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management...Work experience placementWork at office
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES...
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...by, JPMorgan Chase Bank, N.A. or any of its affiliates...
$20 - $26.39 per hour
Us Bank in Tempe, Arizona, is seeking an Investment Relationship Support professional to... ...with administrative and customer service tasks. The ideal candidate will have a high... ...registrations. Key responsibilities include managing client files, coordinating appointments, and...Hourly pay- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial & Investment Bank (CIB) you... ...with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC)...Work experience placementWork at office
- ...Bank of America Job Opportunity At Bank of America, we are guided by a common purpose... ...our company and how we deliver for our clients, teammates, communities and... ...to make a difference. Join us! Client Service Associates Client Service Associates will be co...Temporary workInternshipWork at officeShift workDay shift
- Job Title: Client Service Associate (CSA) at Bank of America. The role is a sales support position that provides dedicated operational and sales support to multiple Financial Advisors (FAs). The CSAs work co‑located at a central site and report into the Market CRM but...InternshipShift workDay shift
- ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and... ...investment insights of Merrill coupled with the banking convenience of Bank of America....Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$14 - $16 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hours- A leading financial institution in Arizona is seeking a Client Service Associate within the U.S. Private Bank. This role is essential for fostering client relationships, handling service-related needs, and ensuring exceptional client service. Candidates must possess FINRA...Work at office
- J.P. Morgan is seeking a Client Service Associate within the U.S. Private Bank in Tempe, Arizona. This role focuses on enhancing client relationships and requires the ability to provide exceptional service and execute client requests across various Private Banking products...Work at office
- ...solving skills and functioning as a service specialist, you will take the... ...Maintain knowledge of all client programs, products, and... ...work for any employer in the U.S. We are not able to provide... ...Team Our Consumer & Community Banking division serves our Chase customers...Remote jobTemporary workWork at officeLocal areaImmediate startRelocationWork visaRelocation packageShift workAfternoon shift
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Advisor in Chase... ...and the goals of the bank, while fostering a... ...We're proud to lead the U.S. in credit card sales...
$170.26k - $200.3k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ...About Consumer, Business, and Wealth Servicing (CBWS) Contact Center Transformation... ...contact center at U.S. Bank is a consolidated client service organization designed to provide...Temporary workLocal area3 days per week- ...Reconciliation Services Operations Specialist II Build your reconciliation... ..., accounting, or related bank operations. Strong... ...processing. We're proud to lead the U.S. in credit card sales and deposit... ...service solutions to meet clients' needs globally. Developing...
$23 - $30 per hour
A mental health services provider in Arizona is looking for a Patient Services Associate to enhance client experiences and manage appointments. Candidates should have at least 2 years of premium customer service experience, demonstrate professionalism under pressure, and...- Kestra Financial in Tempe, AZ is looking for a Client Service Associate to be the primary contact for advisors and clients. This role involves resolving service requests and ensuring a seamless experience while collaborating across departments. The suitable candidate will...
$70k - $115k
Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan...Contract workTemporary workWork at officeFlexible hours- ...an enthusiasm for helping our clients, building relationships, and delivering... ...extraordinary customer service while maintaining a strong... ...Team Our Consumer & Community Banking division serves our Chase customers... .... We’re proud to lead the U.S. in credit card sales and deposit...Work at officeRemote workMonday to Friday3 days per week
- ...Senior Loan Servicing Specialist In Commercial Loan Servicing Operations Join a team where... ...rigorous servicing execution protects client outcomes and operational integrity. You... ...and today we are a leader in investment banking, consumer and small business banking, commercial...
$66.74k - $111.24k
...when that happens, we all win - clients, LPL, and most importantly our... ...you to apply today. The Service Center Manager is a full-time... ...wealth management firms in the U.S. As a leader in the financial... ...information regarding an applicant’s bank or credit card. Should you...Full timeWork at officeImmediate startRemote workWork from home$98.18k - $115.5k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...Take your skills to the next level. U.S. Bank Global Fund Services is seeking a future team member for the role of Fund...Temporary workWork experience placementWork at officeLocal areaMonday to Friday3 days per week$18.25 per hour
...Your Opportunity Customer Service Representative Speedy Cash Mesa, AZ As a Customer... ...specialty finance organizations in the U.S. We provide our customers, Team Members,... ...® Family of Brands will never ask you for banking or other payment information at any point...Hourly payFull timeTemporary workCasual workWork at officeLocal area$119.77k - $140.9k
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...banking, fintech, HR/payroll technology, or embedded B2B services strongly preferred. The role offers a hybrid/flexible...Temporary workWork at officeLocal areaRemote workFlexible hours3 days per week- Finance & Accounting Associate About Us KMTC USA Corporation is the U.S. subsidiary of Korea Marine Transport Co., Ltd. (KMTC), a global container carrier headquartered... ...payment processing Assist with cash application and bank reconciliations Support month-end and year-end closing...Work at officeLocal area
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