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Asset Management- GWM Private Bank Client Center Assistant- Washington, DC

Job Description

The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial advice that integrates sophisticated investment management, trust, and banking capabilities. We have 74 offices in 15 countries and 24 states. In 2013 we were recognized by Euromoney as the Best Private Bank for High Net Worth and Ultra High Net Worth individuals in the United States.

The JP Morgan Private Bank office in Washington, DC is seeking a manager for its Client Center. The Client Center is a meeting facility that combines a private yet sophisticated environment. We are seeking a "take charge" individual whose has personal projection, organizational skills, sound judgment, and a detail orientation. The manager must instinctively facilitate a high level of client service and a "first-class-experience" for internal and external guests. This includes ensuring the facilities are immaculately maintained, properly managed and elegantly appointed. The Client Center has 4 meeting rooms accommodating anywhere between 4 and 16 people each. Typical hours for this position would be 8:00am through 5:00pm.


Client Center Management

• Oversee the reservation system, working closely with executive assistants, advisors and other users (including external guests and senior executives)

• Assist, tend to, and anticipate guests’ needs, for example:

·         Guest check-in & greeting

·         Escort guests

·         Direct hosts

·         Room setup

·         Special customer requests and inquiries

·         Update changes to security

·         Work closely with vendors

·         Accommodate A/V requests

• Administer daily, weekly and monthly facility inspections

• Assist in surveying client experience and proposing solutions based on feedback

• Work with Marketing Team on space requirements, caterers, appropriate approvals, coordinating with other lines of business

• Flexibility to work early mornings or late evenings as needed


Assistant Duties

• Process all incoming/outgoing mail, distribute all packages

• Oversee/coordinate courier and other vendor access

• Liaise with building management to ensure appropriate facilities maintenance and security

• Order office, kitchen, and event supplies

• Restocking kitchen and supply room

• Track and complete invoicing

• Coordinate offsite document preservation

• Maintain check log for audit purposes


  • Motivated, enthusiastic, professional, and intellectually curious

    • Absolute discretion when dealing with confidential matters

    Motivated, enthusiastic, professional, and intellectually curious 

    • Demonstrated service mindset with high EQ

    • Open and willing to go beyond the job description in order to contribute to the overall team goal

    • Excellent interpersonal skills, both written and oral

    • Good judgment and problem solving skills

    • Ability to multi-task and manage priorities effectively

    • Exceptional follow-up and follow-through skills

    • Ability to work both independently and as a team player

    • Willingness to quickly learn about the stories behind artworks and archival objects installed at the Client Center

    • Proficiency in Microsoft Office Suite

    • Event planning or hospitality experience a plus

  • Req #: 160021951
    Location: Washington, DC US
    Job Category: Admin/Secretarial
    Employment Type: Full Time
    Potential Referral Amount: 0 US Dollar (USD)

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