Private Client Experience Specialist - Westerville, OH
On-site · Westerville, Ohio, United States
Job Summary
Provide clients with exceptional service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Bankers in deepening client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Bankers. Develop expertise in the JPMorgan Private Client product offering to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Assist Bankers with marketing activities such as sending JPMorgan approved client gifts, or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Bankers.
Required Qualifications
- A minimum of two years of financial services experience.
- Demonstrated experience delivering exceptional client service to an affluent client base.
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