1+ months

Wealth Management - U.S. Private Bank - Client Service Associate – Chicago, IL

Chicago, IL 60602
  • Job Code
    210296096

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world™s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank™s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.

Position Summary

The Client Service Associate (CSA) role is responsible for maintaining, deepening and enriching client relationships. The Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Private Banking client. Client Service Associates work 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.

Core Responsibilities

  • Client Engagement 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
  • Risk & Controls adhere to and maintain the firm™s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Market Partnership effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Business Development proactively review and identify potential business opportunities for clients to engage in additional products and services

Qualifications

  • FINRA SIE, Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 90 days of hire
  • No relocation assistance is being offered for this role

Keyword: consumer%20banking

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank advises the world™s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank™s client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.

Position Summary

The Client Service Associate (CSA) role is responsible for maintaining, deepening and enriching client relationships. The Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Private Banking client. Client Service Associates work 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.

Core Responsibilities

  • Client Engagement 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
  • Risk & Controls adhere to and maintain the firm™s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Market Partnership effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Business Development proactively review and identify potential business opportunities for clients to engage in additional products and services

Qualifications

  • FINRA SIE, Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 90 days of hire
  • No relocation assistance is being offered for this role

Keyword: consumer%20banking
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. 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.

Categories

Posted: 2022-06-02 Expires: 2022-10-29

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Wealth Management - U.S. Private Bank - Client Service Associate – Chicago, IL

JPMorgan Chase & Co.
Chicago, IL 60602

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