U.S. Private Bank - Client Service Associate
On-site · Tempe, Arizona, United States
Tempe, Arizona, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Collaborative Client Service Associate in U.S. Private Bank at JPMorgan responsible for fostering and growing client relationships, serving as primary contact for service-related needs (money movement, transfers, loan transactions), ensuring policy and regulatory compliance, and identifying opportunities for additional products/services through coordination with advisors, product partners, and operations teams.
Required Qualifications
- FINRA Securities Industry Essentials
- Series 7
- Series 63 licenses required or willingness to obtain within 90 days
- Proficiency with Microsoft Office Suite
- Experience in client service or financial products preferred
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