JPMorgan Chase Asset Management - Private Bank - Client Service Associate (Non Licensed) - Houston, Texas in Houston, Texas

JPMorgan Private Bank Client Service Associate - Private Bank Client Service Solutions Center

JPMorgan Private Bank has been helping the world’s wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local team focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit, and banking.

Position Summary:

The Client Service Associate is the primary point of contact for specific service related needs of a Private Bank client. He/she will join a large group of colleagues responsible for answering client questions and inquiries, performing servicing activities across the broad range of products, which include: deposit, banking, credit, foreign exchange, and others. The ideal candidate will be passionate about client service and will use communications skills to ensure an exceptional level of client satisfaction.

Key Responsibilities:

  • Provide high quality service to Private Bank clients

  • Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures

  • Research, follow-up, and resolve client inquiries and problems in a timely fashion through effective interaction with clients, advisors, Operations partners, and other parties

  • Coordinate and follow through on client requests for products and services (i.e. send wires and/or check orders, process credit draw downs/pay downs, maintain ATM cards, etc.)

  • Drive client adoption of digital service channels (i.e. JP Morgan Online, mobile app) to enhance client relationships and improve the service experience

  • Monitor for high risk, fraudulent and phishing activity and ensure the security and safety of client assets and information

  • Seek for opportunities to deepen client relationships

  • College degree or equivalent financial services/banking industry experience preferred

  • Client service experience in a fast-paced call center environment preferred

  • Excellent communication skills, both written and oral

  • Ability to multi-task and manage priorities effectively

  • Exceptional problem-solving skills

  • Ability to navigate multiple systems while communicating with clients

  • Ability to adapt to a rapidly changing business and technology environment

  • Proficiency with Microsoft Word and Excel, general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases Required Previous successful customer service or call center experience required, preferably in a financial services customer service environment

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.

Job: *Client Services


Title: Asset Management - Private Bank - Client Service Associate (Non Licensed) - Houston, Texas

Location: TX-Houston-712 Main / 01525

Requisition ID: 160107901