21 days old

Wealth Management | U.S. Private Bank | Senior Client Service Associate (Licensed) | Scottsdale

JPMorgan Chase & Co.
Scottsdale, AZ 85251
  • Job Code

Wealth Management | U.S. Private Bank | Senior Client Service Associate (Licensed) | Scottsdale

Req #: 190106071
Location: Scottsdale, AZ, US
Job Category: Asset Management
Potential Referral Amount: 4000 US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

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 U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.


The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships. The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management 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 Wealth Management 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 â€“ Ensuring robust and consistent controls and operating procedures are in place and adhered to and that the team fully meets operating standards, compliance, risk and regulatory requirements. The Senior CSA will serve as the first level of escalation.

  • Market Partnership – effectively collaborate and build relationships with respective client facing teams and internal business groups to deliver and execute client transactions as well as attend client/prospect meetings

  • Business Development - review and identify potential business  opportunities for clients to engage in additional products and services

  • Leadership â€“ strategically impact the Client Service function and team as subject matter expert and advocate for change 


  • FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 120 days of hire
  • Minimum 3 years of financial services experience
  • College degree or equivalent relationship or client service experience preferred
  • Experience with a wide array of financial products preferred
  • Demonstrated passion for delivering exceptional client service
  • Excellent communication skills, both written and oral
  • Ability to develop and maintain collaborative relationships both internally and with external clients
  • Skilled in multi-tasking and managing priorities effectively
  • Ability to handle complex and challenging situations from origination to completion
  • Ability to identify and escalate issues
  • Team Player
  • Ability to adapt to a rapidly changing and fast paced business and technology environment
  • 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. General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases

Keyword: consumer%20banking


Posted: 2019-11-20 Expires: 2019-12-20

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Wealth Management | U.S. Private Bank | Senior Client Service Associate (Licensed) | Scottsdale

JPMorgan Chase & Co.
Scottsdale, AZ 85251

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