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Client Service Associate - Private Banking - Series 7 & 63 Required - Dallas, TX

Client Service Associate - Private Banking - Series 7 & 63 Required - Dallas, TX

Job Description

JPMorgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra high net worth individuals and families around the world.  The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and specialty wealth advisory services.  Named Best Private Banking Services Overall in the U.S. and North America by Euromoney in February 2012.
The Client Service Associate is the primary point of contact for all service related needs of a Private Banking client.  He/she is responsible for establishing, maintaining, and building client relationships.  The Client Service Associate works in a team-oriented environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.  Products include deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange and alternative investments.  Given the involvement with securities-related instruments, this position requires FINRA 7 & 63 licenses within 180 days of hire.  The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

•         Provide high quality, high touch service to Private Banking clients.  Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products.

•         Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations.

•         Act as an advisor to clients on banking related needs.  Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities.

•         Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.)

•         Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner.

Job Requirements


•         Series 7 and 63 licenses required for position: preferred upon hiring, but must be obtained within 180 days of hire

•         College degree or equivalent financial services/banking industry experience preferred

•         Client service experience preferred

•         Experience with a wide range of investment products preferred

•         Ability to make independent decisions about complex issues and solutions

•         Ability to work effectively as a member of a team

•         Excellent communication skills, both written and oral

•         Ability to multi-task and manage priorities effectively

•         Ability to adapt to a rapidly changing business and technology environment

•         Exceptional problem-solving skills

•         Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.

Job Snapshot

Employment Type Full-Time
Job Type Professional Services, Customer Service, Finance
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
Job ID 140008346
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Client Service Associate - Private Banking - Series 7 & 63 Required - Dallas, TX

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