Private Bank - Global Families Group - Client Service Associate
J.P. Morgan
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION 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 Preferred qualifications, capabilities, and skills College degree or equivalent client service experience preferred Experience with a wide array of financial products preferred ABOUT US 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 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.aa415a4b-8b21-40fc-a65c-70d2b25ca29a
$66.12k
...belong. We are looking for a Client Services Associate I, Prenatal (Women's Health... ...environment, toward a global vision, striving for a future... ...to 80% Extremely generous Family Bonding Leave for eligible... ...building on nearly $400M in private funding,including our $130M...PrivateHourly payFull timeWork at officeWorldwideMonday to Friday$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide... ...Financial Advisor(s)/Private Wealth Advisor(s)/teams on... ...support our employees and their families at every point along their... ...broad cross-section of the global communities in which we...PrivateTemporary workWork at officeLocal area$220k - $250k
...****@*****.***: Global Clients Associate Director, Technology (AD)... ...Working closely with Client Service Directors (CSDs), broader... ...in the sector. Practice group alignment: Leverage insights... ...together of a worldwide family of individuals from diverse...SuggestedFull timePart timeWork at officeWorldwide- ...Relationship Manager -Global Commercial Bank - Middle Market - Technology Group San Francisco,... ...for our clients, teammates, communities... ...Global Treasury Services, Credit, Risk... ...with a team of bank associates to solve client problems... ...Bank of America Private Bank is a...PrivateWork experience placementWork at officeShift workDay shift
$250k
...$250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment... ...strategies for the area. Citi Private Bank’s objective is to further enhance... ...--------------------------------Job Family Group: Private Client Product Services----...PrivateFull timeLocal area$88.4k - $132.6k
...0,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe... ...counsel and/or facilitating services to others in area of... ...the goal of bringing in new bank and brokerage assets.Deepen... ...------------------------Job Family Group: Private Client Coverage----...Full timeWork at office- ...provider of digital transformation services that accelerates business outcomes for Global 2000 businesses in banking and financial services,... ...challenges. We help our clients identify strengths, uncover... ...Partner should be comfortable in groups/teams and be able to both...Worldwide
$110k - $125k
...for an Investment Banking Analyst to join the Technology Group. The successful candidate... ...and international clients on a wide range of... ...of public and private capital markets transactions... ...and their families at every point along... ...cross-section of the global communities in...PrivateTemporary work$71.1k - $145.9k
...Corporate Client Associate II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step... ...support the individual needs of our employees and their families, encompassing physical, financial, emotional and social...Shift work$88.4k - $132.6k
...$132 600,00Category: Private Client Coverage, WealthCompany... ...counsel and/or facilitating services to others in area of... ...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$790 per week
...Searching for a customer service job? Before you apply — this pays you to share your opinion... ...service experience needed. Focus Group Panel is real market research — actual companies... ...a scam or a sales pitch. Your info stays private. Part-time or full-time, on your schedule...PrivateFull timePart timeRemote work$225k - $260k
...bakermckenzie.comApply: McKenzie seeks an associate attorney for its Global Equity Services/Compensation practice in its San... ...years of experience assisting clients in designing, implementing and... ...the drawing together of a worldwide family of individuals from diverse...Part timeWork at officeLocal areaWorldwide$90k - $110k
...Job Description Job Description Client Services Associate (Non-Sale) Location: Palo Alto, CA Position Type: Full-time, In-Office... ...experience in wealth management, financial services, banking, or a related industry. ~ Excellent communication and organizational...Full timeWork at office$225k - $235k
...Employment & Compensation Practice Group advises US-based global multinational clients on domestic and international... ...operations.Baker McKenzie seeks an associate attorney for its Global Employment... ...drawing together of a worldwide family of individuals from diverse cultures...Part timeWork at officeWorldwide$28.75 per hour
...journey to help other families? The Family Education... ...The Mental Health Association of Alameda County (MHAAC... ...through Behavioral Health Services Act and operated under... ..., facilitates support groups and educational... ...support systems Assist clients in identifying needs,...Hourly payFull timeContract workWork at officeLocal areaMonday to FridayFlexible hoursShift workAfternoon shift- ...Overview Anthoor Law Group is looking for an experienced Family Law Attorney who is passionate about helping clients through some of the most challenging and emotional moments of... ...firm culture that values exceptional client service, responsive communication, and thoughtful...Work from home
$18 per hour
...affluent, and unconditioned adults who are looking for a safe, private environment. They do not want intense, high-impact... ...You Will Do (Responsibilities) Coach & Educate: Guide clients 1-on-1 or in small groups (2–4 people) through our proprietary tech-driven protocols...PrivateFull timePart timeLive inLocal areaImmediate startMonday to FridayShift workDay shiftAfternoon shift$150k
...Description At JPMorgan Private Client, we are devoted to providing... ...and deepen long-term primary banking and lending relationships as... ...introduction of wealth management services. This includes regularly... ...talents they bring to our global workforce are directly linked...Temporary workWork at officeImmediate start$790 per week
...have — evenings, weekends, whenever you have an hour. Focus Group Panel connects everyday people with paid market research: remote... ...with real brands — not a scam or a sales pitch. Your info stays private, and you choose what you join. Works alongside a full-time job....PrivateFull timeRemote workWeekend workAfternoon shift$235k - $390k
...About the Practice Group Firm advises the world's leading private equity firms through the full... ...help our private equity clients and their portfolio companies... ...- including many global and regional "deals of the... ...seeking a highly qualified associate with a minimum of 2...PrivatePrivate practice$310k
...Securitization Finance Associate Attorney Location: Charlotte, Chicago... ...will focus on lender-side private warehouse and trade... ...Responsibilities Represent banks, funds, and financial institutions... ...-border deals, including global trade A/R financings, and develop...PrivateWork at office$61.55k - $105.51k
...always put our people first. Our global, diverse team would be happy... ...everyday with us! Our Service Specialists perform assigned... ...members including Service Sales, Client Service Managers, Service Coordinators... ...to ability, marital status, family responsibilities, pregnancy,...Permanent employmentFor contractorsWork at officeLocal areaImmediate startNight shift$115k - $135k
...Global Document Services Lead - Workflow The Global Document Services Lead - Workflow is an integral part of Latham's Global Document Services... ...development programs Employee discounts Affinity groups, networks, and coalitions for lawyers and staff Latham &...Contract workRemote workFlexible hoursWeekend work$260k - $365k
...Job Description REIT Tax Associate Attorney – Investment Funds Group Locations: Austin, TX... ...practice of a leading global law firm. This role focuses... ...management and investment fund clients. Responsibilities... ...in connection with private investment funds and asset...PrivateWork at office$102k - $138k
...ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise... ...responsible for managing client account portfolios and will... ...skills. Must be client service focused. Experience with...PrivateWorldwide- ...enthusiasm for helping our clients, taking care of... ...customer service while maintaining... ...needs. As a Private Client Advisor in... ...to individuals and families. Your expertise will... ...the goals of the bank, while fostering a... ...they bring to our global workforce are directly...
$200k - $300k
...Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment... ...staff experience overseeing diversified global portfolios of equities, bonds and cash...PrivateWork at office- ...most strategic, highest-revenue clients. You will work with partners... ...within the Commercial & Investment Bank Premier Client Technology team... ...clients within Payments and Global Banking. You will drive global... ...support team focused on service health, operational excellence...
- ...Family Service Advisor at Chapel of the Chimes Hayward Funeral Home and Memorial Park Join NorthStar Memorial Group as a Family Service Advisor at Chapel of the Chimes Hayward Funeral Home and Memorial Park in Hayward, CA. At NorthStar, we're redefining how families...
$260k - $390k
...BANKING & FINANCE ASSOCIATE ATTORNEY Our client, a prestigious Amlaw 50 firm, is seeking a highly... ...-value matters across private credit, structured finance... .... ~ Strong client service orientation with the ability... ...offices and practice groups to deliver seamless client...PrivateWork at officeFlexible hours
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