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Exciting Client Service Associate role at J.P. Morgan in Newark, DE.
Enjoy a dynamic team environment, handle client transactions, and grow in a private banking setting.
Job Overview
Title: U.S. Private Bank - Client Service Associate Location: Newark, DE, United States Description: If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!
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