Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Private Bank - Global Families Group - Client Service Associate in Newark, CA vacancy
  • $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... 
    Private
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Palo Alto, CA
    3 days ago
  • $35.15k - $90k

    Job DescriptionRegistered Client Service Associates provide exceptional service...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...  ...our employees and their families at every point along their...  ...broad cross-section of the global communities in which we operate... 
    Private
    Temporary work
    Work at office
    Local area
    Work visa

    Morgan-Stanley

    Palo Alto, CA
    4 days ago
  •  ...stablecoins, and settlement services from regulated cold...  .... BitGo maintains a global presence and...  ...entities, including BitGo Bank & Trust, National Association, the first federally...  ...institutional clients. Active in both centralized...  ..., Digital Currency Group, DRW, Galaxy Digital... 
    Suggested
    Full time
    Worldwide

    Bitgo

    Palo Alto, CA
    6 days ago
  • $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... 
    Suggested
    Full time
    Part time
    Work at office
    Worldwide

    Baker&McKenzie

    Palo Alto, CA
    6 days ago
  • $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----... 
    Private
    Full time
    Local area

    Citigroup

    Palo Alto, CA
    2 days ago
  •  ...Therapist to join its multidisciplinary outpatient services team. You will provide individual, group, and family therapies to address a wide range of mental health...  ...clinical excellence and patient satisfaction in a private inpatient setting's outpatient program. #J-18808-... 
    Private

    Universal Health Services

    Fremont, CA
    2 days ago
  • $25 - $44 per hour

     ...investment products and services for individuals,...  ...Management Client Associates help clients pursue...  ...coupled with the banking convenience of...  ...business and/or group; and the overall...  ...teammates and their families by offering competitive...  ...we serve. Global Impact Learn about... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    2 days ago
  • $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 time
    Work at office

    Citigroup

    Fremont, CA
    2 days ago
  • $23 - $31 per hour

     ...more information visit and follow the company on LinkedIn X (Twitter) and Facebook . Position Summary: The Client Services Associate II is responsible for providing exceptional support to Guardant Health customers the Guardant Health Clinical Laboratory and... 
    Full time
    For contractors
    Work at office
    Remote work
    Work from home

    Guardant Health

    Palo Alto, CA
    9 days ago
  •  ...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

    Virtusa

    Fremont, CA
    2 days ago
  • $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 time
    Work at office

    Thriving Asset Management LLC

    Palo Alto, CA
    3 days ago
  • $24 - $33 per hour

     ...Client Services Associate II provides customer support and operational assistance to Guardant Health's clinical laboratory, sales team, and business process outsourcing partners. The role involves mentoring junior associates, meeting elevated performance metrics, and escalating... 
    Work at office
    Local area

    Guardant Health

    Palo Alto, CA
    9 days ago
  • $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... 
    Private
    Temporary work

    Morgan Stanley

    Menlo Park, CA
    5 days ago
  • $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 time
    Work at office

    Citigroup

    Palo Alto, CA
    5 days ago
  • $260k - $390k

     ...bakermckenzie.comApply: McKenzie seeks an associate attorney for its Global Equity Services/Compensation practice in its San...  ...six years of experience assisting clients in designing, implementing and...  ...drawing together of a worldwide family of individuals from diverse... 
    Part time
    Work at office
    Local area
    Worldwide

    Baker&McKenzie

    Palo Alto, CA
    3 days ago
  • $150k

    At JPMorgan Private Client, we help affluent and high-net-worth clients...  ...financial decisions by connecting banking, lending, and wealth...  ...introduction of wealth management services. This includes regularly...  ...diverse talents they bring to our global workforce are directly... 
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    Palo Alto, CA
    5 days ago
  • $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 time
    Work at office
    Worldwide

    Baker&McKenzie

    Palo Alto, CA
    6 days ago
  • $88.4k - $132.6k

     ...and/or facilitating services to others in area of...  ...financial needs of the client and offer solutions through...  ...a client's banking, credit and investment...  ...in the role.Insurance Group 1 required. Must meet...  ...equivalent experienceJob Family Group: Private Client CoverageJob... 
    Full time
    Work at office

    Citigroup Inc

    Milpitas, CA
    1 day ago
  •  ...to-end visibility for global teams. Own stakeholder...  ...to-end performance and client/service outcomes. Required...  ...leader in investment banking, consumer and small business...  ...management and private banking solutions. Asset...  ...Management helps individuals, families and foundations take a... 
    Private

    J.P. Morgan

    Newark, CA
    4 days ago
  • $260k - $390k

     ...A) Practice is globally recognized as a...  ...both public and private M&A...  ...unparalleled legal services for complex corporate...  ...equity firms and banks, our team...  ...insight, we help clients navigate high-stakes...  ...to mid-level Associate to join our Investment...  ...in our group gain meaningful... 
    Private
    Contract work
    Work at office
    Worldwide

    White & Case

    Newark, CA
    2 days ago
  • $172k - $227k

     ...Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM...  ..., multi-generational families, executives, entrepreneurs,...  ...resources, and Colleague Resource Groups (CRGs)Balance & flexibility...  ...liability.Supervise tax associates' assignments and manage the... 
    Full time
    Summer work
    Private practice
    Work at office
    Local area
    Remote work
    Flexible hours

    BPM

    Menlo Park, CA
    6 days ago
  • $130k

     ...: Staff Accountant - Family Office Salary: Up to...  ...Opportunity Seattle Search Group is partnering with a well-established private family office to...  ...a highly collaborative, service-oriented environment....  ...entities. Prepare monthly bank, credit card, and... 
    Private
    Work at office

    Seattle Search Group

    Palo Alto, CA
    3 days ago
  •  ...Job Description Physician-led private practice very close to San Francisco is looking to hire 2 more Physicians either, FM or IM to join there team of providers. This private group has been serving the community for several years. They are looking to grow their team... 
    Private
    Private practice
    Immediate start

    The Curare Group, Inc

    Hayward, CA
    19 days ago
  • $150k - $180k

     ...Description Anthoor Law Group is looking for an experienced Family Law Attorney who is passionate about helping clients through some of the most...  ...values exceptional client service, responsive communication...  ...with the ABA (American Bar Association) Proven record of... 
    Work from home

    Anthoor Law Group, A Professional Corporation

    Fremont, CA
    a month ago
  • $12 - $15 per hour

    Family Dollar is seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible...  ...Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting... 
    Hourly pay
    Full time
    Part time

    Family Dollar

    Fremont, CA
    2 days ago
  • $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 pay
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    Mental Health Assn of Alameda County

    Fremont, CA
    13 days ago
  • $200k - $350k

     ...than 2,000 businesses globally, and recognized on the...  ...the next phase of its private capital strategy and inorganic...  ...equity investors, family offices, and high-net-...  ...specialty/boutique banking partners to structure...  ...ForA background at the Associate through Director/... 
    Private
    Full time
    Work at office

    Uniphore

    Palo Alto, CA
    3 days ago
  • $235k - $310k

     ...SummaryDLA Piper is seeking an associate with at least two years of...  ...to join its market-leading Global Equity Group in its San Francisco or Palo...  ...jurisdictions worldwide, representing clients ranging from emerging growth...  ...with leading public and private companies on sophisticated... 
    Private
    Full time
    Work at office
    Local area
    Worldwide
    Relocation
    Relocation package

    DLA Piper

    Palo Alto, CA
    3 days ago
  • Goodwin’s Global Operations Team is growing, and the Client Engagements Coordinator role supports Life Sciences and Healthcare Industry Groups. You will plan and execute events—conferences, client dinners, webinars, and sponsorships—and collaborate across Client Development... 

    Goodwin

    Redwood City, CA
    2 days ago
  • $241.95k - $311.54k

     ...Northstar Liquid biopsy products and services, while cultivating...  ...empowering 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 Series... 
    Private
    Remote work
    Worldwide
    Flexible hours

    BillionToOne

    Redwood City, CA
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank - Global Families Group - Client Service Associate. Be the first to apply!