Chase Careers | Client Service Associate, Houston

JPMorgan Chase & Co

Job Description

Wealth Management - U.S. Private Bank - Client Service Associate

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.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• 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

Job Requirements

• FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 120 days of hire

• No relocation assistance is being offered for this role

• 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

Job Details

Company Name: JPMorgan Chase & Co

Employment Type: Full-time

Job Location: Houston, TX, United States

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