Private Bank - Global Families Group - Senior Client Service Associate
JPMorgan Chase & Co.
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 #J-18808-Ljbffr JPMorgan Chase & Co.
- ...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. is seeking a Senior Client Service Associate in Newark, Delaware, to maintain and enrich client relationships within the Private Bank Global Families Group. You will serve as the primary point of contact for service related needs of 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
- ...Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and... ...will leverage your broad knowledge of banking principles and practices to make... ...the diverse talents they bring to our global workforce are directly linked to our...Suggested
- A leading financial institution is seeking a Head of U.S. Private Bank Client Service to lead teams across the U.S., enhancing client service for high-net-worth families. In this role, you will drive innovation through technology and manage approximately 500 professionals...Private
- ...’ll shape the future of client service for high-net-worth families nationwide—guiding a team... ...standards 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
$25.93 - $41.43 per hour
...SECURITIES SPECIALIST SENIOR WHAT IS THE... ...City National Bank and SEI Private Trust Company for... ...system records and client agreements to... ...Specialized health and family planning benefits... ...Resource Groups to support networking... ...diversified financial services companies. To...SeniorPrivateHourly payRemote work- ...Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the... ...out of the workforce over the last year while at home with family? New to the workforce or with limited experience/...Full timePart timeSeasonal workWork at officeLocal areaFlexible hoursNight shiftWeekend workDay shiftWeekday work
- JPMorgan Chase & Co. is seeking a Client Service Associate II to join the Commission Management team. This role involves addressing client inquiries, managing transactions, and coordinating trade reconciliations within a high-volume environment. The ideal candidate will...
$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- ...Fairygodboss is seeking a Client Service Associate II to support the Commission Management team at JPMorganChase in Newark, Delaware. This role involves handling client inquiries, processing transactions, and managing trade exceptions. Candidates should possess 3+ years...
$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- We are hiring an Asset Servicing Analyst to support our growing business, with a primary focus on the Private Bank Tax Smart Long/Short margin corporate action... ...Finance, Tax, Legal, Advisors, Client Service, Portfolio Managers, and global Operations to ensure accurate,...PrivateWork at officeShift work
- ...Job Description The Global Trusts & Estates Practice... ...integral part of the services we offer to clients. With over 170 years... ...fiduciary for families, it is important that... ...recommendations regarding how the Bank shall exercise... ...management and private banking solutions. Asset...Private
- J.P. Morgan is seeking a Client Service Associate in Newark, Delaware, to enhance client relationships and coordinate banking services. The role requires FINRA licenses, client service experience, and proficiency in Microsoft Office. Candidates should thrive in a fast-...Work at office
- J.P. Morgan is hiring a Client Service Associate in Newark, Delaware. The position requires exceptional client service skills and FINRA Securities Industry Essentials, Series 7 and 63 licenses. As the primary contact for service-related needs, you’ll work in a dynamic...
- ...Management, with client assets of $2.8 trillion, is a global leader in investment... ...products and services, brokerage and banking services including... ...corporate fiduciary for families. Job... ...Account Opening Group to open estate or... ...investment management and private banking solutions...Private
- ...Client Operations Associate I In Operations Join our dynamic team and be at the... ...forefront of innovation in the banking industry. This role offers... ...inquiries, and optimize service operations, all while contributing... ...talents they bring to our global workforce are directly...
- JPMorganChase seeks a Client Service Delivery Associate I in Newark, Delaware. This role entails delivering exceptional customer service and operational support, addressing client inquiries, and improving client relationships. The ideal candidate will have 5+ years of experience...Senior
- ...with internal JPM teams, clients and service providers (... ...Hedge Fund Managers and Private Credit Managers (both... ...and work with business groups to enhance current systems... ...directly with all levels of senior management within the... ...they bring to our global workforce are directly...Private
$77.97k
A banking institution is seeking a Private Client Advisor in Newcastle, WA, focused on Mass Affluent clients. This role involves growing client relationships, providing financial wellness strategies, and offering investment solutions. Candidates should have a strong client...Private- The Hertrich Family of Automobile Dealerships in Newark, Delaware, seeks an experienced Automotive Service Advisor / Assistant Service Manager. This full-time role emphasizes delivering a professional service experience, managing customer interactions, and supporting daily...SeniorFull time
- ...to join our Water Resources group. This individual will support... ...in the Mid-Atlantic Region, Private land developers, Corporations... ...Responsibilities: Pennoni Associates is currently seeking a Water... ...improvement projects for multiple clients throughout the Mid-Atlantic...SeniorPrivateWork experience placementWork at office
- ...Wealth Management, the Client and Account Data... ...and micro-services across Wealth Management... ...in investment banking, consumer and small... ...they bring to our global workforce are directly... ...management and private banking solutions.... ...helps individuals, families and foundations take...Private
$24.46 - $36.69 per hour
...between City National Bank and SEI Private Trust Company.... ...Reviewing system records and client agreements to ensure... ...health and family planning benefits including... ...Colleague Resource Groups to support networking... ...diversified financial services companies. To learn more...PrivateHourly payRemote work$75k - $95k
...firm, partnering with clients to solve the world’s most... ...worldwide, our services are in great demand. We... ...dreams and become part of a global team of over 50,000 planners... ...Engineering (SUE), private utility locating, and services... ...: Virginia Business Group: DCS Legal Entity:...PrivateFull timeFor subcontractorSeasonal workWork at officeLocal areaWorldwideRelocation packageFlexible hoursNight shift$120.97k
...Omaha Districts. As a global full-service firm, CDM Smith's has... ...priorities. As a Client Service Leader, you will... ...societies and associations. Job Title: Client... ...Military Programs Group: WAF Employment... ...care of you and your family. Our employees are...Full timeContract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours$108.2k - $155.8k
...Manager for the Customer Installations Group will report to the Director of Global Program Management and be based in... ...strategy to deliver the SOW to the client. Manage cost, schedule, and risks... ...and sell new ideas to Bloom Energy senior leadership and its customer base....Contract workFor contractorsWork at officeLocal area- ...A global IT solutions provider is seeking an experienced network engineer to join their team in Newark, Delaware. The ideal candidate must have over 10 years of experience in a global financial environment, solid expertise in Cisco routing and switching, and strong troubleshooting...Senior
- Morris & Ritchie Associates, Inc. (MRA) is seeking a Senior Project Engineer / Project Manager to join their Land Development team in Newark, Delaware.... ...ideal candidate will have over 8 years of experience in private land development, project management skills, and...SeniorPrivate
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