Private Bank - Global Families Group - Senior Client Service Associate
Aumni
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 Senior Client Service Associate within the Private Bank Global Families Group at JPMorgan 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 3 years Client Service experience Preferred qualifications, capabilities, and skills College degree preferred Experience with a wide array of financial products preferred JPMorganChase, 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 FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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. Join a dynamic client focused team supporting J.P. Morgan's Private Bank ultra-high net worth clients #J-18808-Ljbffr Aumni
- ...team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Senior Client Service Associate within the Private Bank Global Families Group at JPMorgan you will be responsible for maintaining, deepening and...SeniorPrivateWork at office
- JPMorgan Chase & Co. in Newark, Delaware seeks a Senior Client Service Associate within the Private Bank Global Families Group to maintain, deepen, and enrich client relationships. You will be the primary contact for all service needs, coordinating with advisors, product...SeniorPrivate
- JPMorgan Chase & Co. in Newark, Delaware, seeks a Senior Client Service Associate for the Private Bank Global Families Group. You will be the primary contact for service needs, coordinating with advisors, product partners, and operations to deliver integrated private banking...SeniorPrivate
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers... ...service associate within the U.S. private bank at J.P. Morgan, you will be responsible... ...facing teams and internal business groups to deliver and execute client transactions...PrivateWork at office
- ## Registered Client Service AssociateApply: On-Site: Wilmington, Delaware... ...planning and advice, a global asset manager and an insurer... ...a Registered Client Service Associate, you will provide dedicated... ...Non-Exempt**Non-Exempt**Job Family Group**Business Support & Operations...SuggestedFull timePart timeHome office
$24.87 - $41.45 per hour
Overview:Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing... ...may affect the client and the Bank.Review daily department reports... ...Preferred:Minimum of 3 years’ private banking, wealth management, commercial...PrivateHourly payFull timeWork experience placement- ...diversified financial services leader with more than... ...business and institutional clients. We are a longstanding... ...and advice, a global asset manager and an insurer... ...for a Client Service Associate to join our operations... ...-ExemptNon-ExemptJob Family GroupBusiness Support...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...investment products and services for individuals,... ...and Wealth Management Client Associates help clients pursue the... ...coupled with the banking convenience of Bank of... ...teammates and their families by offering competitive... ...communities we serve. Global Impact Learn about the...TraineeshipWork experience placementWork at officeLocal areaShift workDay shift
$116k - $216k
...SummaryServe as a Senior Fiduciary Advisor... ...Net Worth (UHNW) clients ($25MM+), delivering... ...coordinating an integrated family office experience.... ...management, banking, credit, and... ...through expanded services and pricing discipline... ...deep knowledge of private banking and investment...SeniorPrivateFull timeWork at officeFlexible hoursShift workNight shift- ...’ll shape the future of client service for high-net-worth families nationwide—guiding a team... ...excellence in the U.S. Private Bank. As theHead of U.S. Private... ..., Client Service Associates, and support teams), with... ...management experience at a senior leadership level. Strong...PrivateLocal area
- ...their customers. The Global Authorities... ...various types of client relationships with... ...discovery to understand Private Bank client needs,... ...drive decisions with senior stakeholders across... ...experience in financial services Demonstrated... ...helps individuals, families and foundations...Private
- ...Description: At Bank of America,... ...for our clients, teammates,... .... Delaware Senior Trust... ...with national Private Bank teams... ...superior client service. Respond to... ...Opening Group to open trust... ...junior associates to help with... ...and their families by offering... ...we serve. Global Impact Learn...SeniorPrivateWork at officeWork from homeShift workDay shift
- ...Chilton Trust (“CTC”) is a private wealth management firm... ...Jr. CTC offers full-service, bespoke private... ...and estate planning and family office services. CTC has... ...is to provide our clients with a portfolio of services... ...The Client Service Associate will work directly with...PrivateWork at office
- ...responsible for the Global Finance... ...stakeholders and corporate groups. One of the top... ...Finance Product Owner Associate on the Business... ...applications and services utilized for both... ...with a variety of banking products, such as... ...institutional and government clients under the J.P....SeniorWork at officeVisa sponsorship
- ...automation. As a Client Tax Associate in the... ...within financial services Preferred qualifications... ...in investment banking, consumer and... ...they bring to our global workforce are directly... ...management and private banking solutions... ...individuals, families and foundations take...PrivateWork at office
- ...point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting... ...oriented environment with advisors, client service associates, various product partners and operations teams to deliver...Private
- M&T Bank in Wilmington, DE seeks a trusted professional to assist with Global Capital Markets trust and entity administration for high-net-worth private and institutional clients. You will support relationship managers, handle daily client administration, and oversee related...Private
- ...a fast-paced, client-focused environment... ...exceptional service to high-net-worth... ...and their families? We're looking for a Client Associate to join our team... ...within a dynamic group. Your key responsibilities... ...and truly global wealth manager... ...universal bank in Switzerland....Full timeWork at officeFlexible hours
$20.28 - $30.42 per hour
...BIS - FINANCIAL SERVICES OPERATIONS ANALYST... ...OPPORTUNITY? The Banking and Investment Services... ...advisors and clients covering our Entertainment... ...Banking, and Private Banking Clients-... ...Specialized health and family planning benefits... ...Resource Groups to support networking...Hourly payTemporary workRemote work$19 per hour
...Capital One Customer Operations associate, you’re the heart of Capital... .... It’s how we’re changing banking for good, with compassion and... ...Maintain sufficient reliable private internet connection, not supplied... ...At least 1 year of customer service or call center experience...SeniorPrivateHourly payFull timePart timeCurrently hiringLocal areaWork from homeHome officeMonday to FridayFlexible hoursShift workWeekend work- Testing Site - JPMC is seeking a visionary Head of U.S. Private Bank Client Service to guide a 500-strong team across DE, IL, TX and AZ, delivering a premier high-touch experience for high-net-worth families nationwide. You will partner with local leadership to evolve the...Local area
- M&T Bank is seeking a detail-oriented professional to lead administration... ...accounts for high-net-worth clients in the Global Capital Markets group. You will partner with senior managers, manage daily client... ...leadership, client service excellence, and adherence to risk...
- WSFS Bank in Wilmington, DE seeks a GCM Relationship Manager III to onboard new client relationships and manage daily administration of a book of complex Global Capital Markets accounts. You will work with operations, compliance, investors, and vendors to ensure accurate...SeniorRemote job
- ...Client Service Associate Global Investment Firm (Delaware) Location: Wilmington, DE (Hybrid) Job Type: Full-Time | Experienced Industry: Investment... ...services to Ultra-High Net Worth (UHNW) individuals, families, trusts, foundations, and endowments. The firm is...Full timeWork at office
- ...Description As a Senior Associate Business... .... Enable Self-Service Analytics: Help... ...and government clients under the J.P.... ...in investment banking, consumer and... ...bring to our global workforce are... ...management and private banking solutions... ...individuals, families and foundations...SeniorPrivate
$88.4k - $132.6k
...$132 600,00Category: Private Client CoverageCompany: CitiThe... ...and/or facilitating services to others in area of specialization... ...understand a client's banking, credit and investment... ...in the role.Insurance Group 1 required.Must meet... ...------------------Job Family Group: Private Client...Full timeWork at office- Ameriprise Financial in Wilmington, DE is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio... ..., with emphasis on accuracy and compliance in a client-centric service role. #J-18808-Ljbffr Threadneedle group
$153.7k - $256.1k
...Wealth Advisors and other internal client team members to serve the... ...wealth plans for UHNW clients and families that leverage the full breadth... .... Maintain Wilmington Trust’s service level standards across all... ...belonging and reflects the M&T Bank brand. Maintain M&T internal...SeniorWork experience placementWork at officeLocal area$28.6 - $47.66 per hour
...Leads all aspects of Global Capital Markets trust... ...entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship... ...of any assigned team associates. Understand and... ...and reflects the M&T Bank brand. Maintain M&T internal...Hourly payWork experience placementImmediate start- M&T Bank in Wilmington, DE seeks a Wealth Management Client Service professional to support daily transactions, resolve client issues, onboard new clients, and maintain strong relationships. The role emphasizes service quality, regulatory adherence, and collaboration with...PrivateWork at office
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