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Investment Support Sr Specialist I (SBL) - CWM

Job Description

The Client Service Associate is the primary point of contact for all Securities Based Lending (SBL). service related needs of a Chase Private Client (CPC).  The Client Service Associate will be responsible to work in a team-oriented environment with advisors, clients, and operations teams to deliver a seamless and integrated approach across the CPC SBL product.  He/she will be responsible to assist with application requests, maintaining accounts and servicing client requests.  The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
  • Provide high quality, high touch service to Chase Private clients. Responsible for receiving and reviewing client signed loan documents and the timely submission of the SLB loan applications.  
  • Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures.
  • Coordinate and follow through on client requests for account transaction requests and services (i.e., money movement, advances, credit draw downs/pay downs, client call- backs, etc.)
  • Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, operations teams and other staff in a timely and professional manner. 



  • Series 7 and 63 licenses preferred
  • College degree or equivalent financial services/banking industry experience preferred
  • Client service experience preferred
  • Experience with a wide range of investment products preferred
  • Experience with consumer financial products, including loan documentation, preferred
  • Ability to make independent decisions about complex issues and solutions
  • Ability to work effectively as a member of a team
  • Excellent communication skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databases


Req #: 160015411
Location: Columbus, OH US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 500 US Dollar (USD)

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