U.S. Private Bank Digital Client Service Associate
Chase
Digital Client Service Associate
As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank clients. You will work in a team-oriented environment with Bankers, product partners, and operations teams to deliver a seamless and integrated approach to the client online experience.
Job responsibilities
- Provide exceptional service and flawless execution on client requests and inquiries
- Follow the firm's controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
- Engage with respective client facing teams and internal business groups to deliver and execute client transactions
Required qualifications, capabilities, and skills
- Interest in technology
- Excellent communication skills (both verbal and written)
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- 3+ years of experience in similar roles
- Strong problem solving acumen
Preferred qualifications, capabilities, and skills
- Prior experience in the financial service industry in client facing role
- College degree or equivalent financial service experience
- Experience with a wide array of financial products
Prior experience working in a high call volume environment
About Us
JPMorgan Chase, 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 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
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Chase- ...trusted advisor to our Commercial Bank clients. Manage multiple relationships... ...and cash management products and services. As a Client Service Senior Associate within the Commercial Bank, you will... ...opportunities for use of digital tools to offer self-service solutions...DigitalWork experience placementWork at office
- ...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...PrivateWork at office
- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues... ...requests Identify opportunities for use of digital tools to offer self-service solutions with a high...DigitalWork experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis... ...Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization...PrivateDigitalWork at officeLocal area
- ...Bank Of America Client Service Associate At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...client servicing requests and account maintenance Drive digital client engagement Use Salesforce to track daily...DigitalTemporary workInternshipWork at officeShift workDay shift
- ...and BOK Financial Private Wealth, Inc. BOKF,... ...BOKF, NA operates banking divisions: Bank of... ...dedicated to helping our clients manage operations,... ...DescriptionClient Service Consultant (CSC)... ...and assist with digital banking enrollment... ...completion of an Associate’s Degree in a...PrivateDigital
- ...Wealth Management Service Center Team: Our investment... ...assisting clients and prospects with... ...Directed Investing, Chase Private Client, and the JP Morgan Private Bank. As a Client... ...proud to lead the U.S. in credit card sales... ...have the most-used digital solutions – all...PrivateDigitalMonday to FridayShift work
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for... ...resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address...Flexible hours
- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account... ...of resolution and escalation for service issues, liaises with bank partners to manage issues Identify and address product/service...Flexible hours
- U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to manage account openings for... ...departments. The ideal candidate will hold an Associate's degree or equivalent experience, possess strong client service skills, and demonstrate proficiency in...PrivateWork at office3 days per week
- ...while shaping the future of digital commerce. In this role, you’ll guide clients through technical design... ...II within Merchant Services Client Onboarding and Service... ...such as MPLS, virtual private networks, and internet‑... ...a leader in investment banking, consumer and small business...PrivateDigital
$17 - $21.75 per hour
...Part-Time Client Service Associate (Teller) NBAZ is looking for a seasoned Part-Time Client Service Associate (Teller) 20 Hours to join Arizona's #1 Community Bank in our Mesa Main branch. If you are passionate about being part of a community, being a team player, and...Hourly payPart timeWork experience placementMonday to FridayFlexible hours$22.5 - $30 per hour
Position Overview The Private Wealth Management... ...requests for banking deposit accounts and... ...process and adhere to Service Level Agreements.... ...days a week at a U.S. Bank location,... ...Qualifications Associate's degree and/or at... ...communication skills. Proven client service and...PrivateHourly payTemporary workWork at officeLocal area3 days per week$64.22k - $96.33k
...national professional services firm where our... ...every day, for our clients, our people, and our... ...focused wealth advisory, digital, audit, tax,... ...9,000 people, 130 U.S. locations, and a... ...currently seeking an Associate to join our CAAS (Nonprofit... ...(i.e. bank & credit card reconciliations...Digital$10 per hour
...advice to your clients, then a role as... ...banker in Business Banking, you’ll be... ...Management and Private Bank to identify... ...of products and services; follow up with... ...and establish digital capabilities... ...of clients with associated risks and interests... ...to lead the U.S. in credit card...PrivateDigitalWork experience placementWork at office- ...delivering exceptional customer service, where each day... ...of contact for our clients, providing exceptional... ...Our Consumer & Community Banking division serves our Chase... ...We’re proud to lead the U.S. in credit card sales... ...and have the most-used digital solutions – all while...DigitalAfternoon shift
- ...Job Description Join our Client Service, Experience and Development Business Management... ...& Business Management (F&BM) Associate supporting the US Private Bank (USPB) Client Service organization... ...initiatives, including digital platform enhancements, location strategy...PrivateDigital
- ...Achieve is a leading digital personal finance company.... ...into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments... ...-enabled debt resolution services business, and over $11Bn... ...originations via our banking-as-a-service partner....PrivateDigitalContract workRemote workWork from home
$70k - $115k
...IIS) is a new business unit that provides world-class service to Morgan Stanley’s institutional clients including Multi-Family Offices and the Graystone... ...responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with...DigitalFull timeContract workTemporary workWork at officeFlexible hours$275k - $305k
...Achieve is a leading digital personal finance company.... ...into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments... ...-enabled debt resolution services business, and over $11Bn... ...originations via our banking-as-a-service partner....PrivateDigitalContract workRemote workWork from homeShift work$120k - $140k
...Achieve is a leading digital personal finance company.... ...into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments... ...-enabled debt resolution services business, and over $11Bn... ...originations via our banking-as-a-service partner....PrivateDigitalContract workRemote workWork from home- ...skills and functioning as a service specialist, you will... ...knowledge of all client programs, products, and... ...for any employer in the U.S. We are not able to provide... ...Consumer & Community Banking division serves our... ...and have the most-used digital solutions all while ranking...DigitalRemote jobTemporary workWork at officeLocal areaImmediate startRelocationWork visaRelocation packageShift workAfternoon shift
$175k - $220k
...Achieve is the leader in digital personal finance, helping... ...into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments... ...-enabled debt resolution services business, and over $11Bn... ...originations via our banking-as-a-service partner....PrivateDigitalFull timeContract workRemote workWork from homeShift work- ...and collaborates with 75% of U.S. franchised automotive dealers... ...of financial products and services, including retail lending, captive... ...products, cash management, private banking, and payment processing. As... ...and have the most-used digital solutions - all while ranking...PrivateDigitalWork at officeWork from homeShift work
- ...Partnerships About the Company Rapid-growing digital personal finance company Industry Financial Services Type Privately Held, Private Equity-backed Founded 20... ..., particularly in the fintech, retail, and banking ecosystems. The successful candidate will...PrivateDigital
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a... ...with cutting edge digital technology, you will be... ...success and the goals of the bank, while fostering a... ...We're proud to lead the U.S. in credit card sales...Digital
- ...wealth management, asset servicing, asset management and banking services, Northern Trust (... ...partners, and to provide to our clients and the communities we... ...alternative investments, private markets, or fund administration... ...authorized to work in the U.S. without the need for...PrivateFull timeH1bWork at officeWorldwideFlexible hours
- ...U.S. Bank in Gilbert, Arizona is seeking a Client Relationship Consultant to engage clients via various channels and provide tailored financial guidance. The... ...building strong client relationships and promoting digital banking products. Ideal candidates will have a high school...Digital
- ...an alert: Job Title: Division Protective Services Specialist (Phoenix) Job Type:... ...authorized visitors, vendors, and QuikTrip and private property from harm; and deters illegal activity... ...relevant facts. Maintains an auditable, digital archive record of every Security...PrivateDigitalWork at officeLocal areaImmediate start
- Northern Trust, a global leader in wealth management and asset servicing, seeks a client-focused professional in Tempe to support account opening, servicing, and trade execution. You will assist Financial Advisors in tailoring investment objectives to risk and market conditions...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to U.S. Private Bank Digital Client Service Associate. Be the first to apply!
- client services associate Tempe, AZ
- bankers life Tempe, AZ
- business banker Tempe, AZ
- mortgage banker Tempe, AZ
- phone banker Tempe, AZ
- digital consultant Tempe, AZ
- digital specialist Tempe, AZ
- digital marketing consultant Tempe, AZ
- digital platform specialist Tempe, AZ
- remote digital marketing consultant Tempe, AZ


