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Senior Client Service Associate (601/Associate Level) Private Banking – Series 7&63 – Delaware

Job Description

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth and ultra high net worth individuals and families around the world.  The Private Bank addresses every facet of wealth management including investment management and brokerage, tax and estate planning, banking and credit, capital raising, and specialty wealth advisory services.  J.P. Morgan was named Best Private Bank Overall in the United States for the sixth consecutive year by Euromoney in February 2015 and the Best Private Bank Globally. 

The Senior Client Service Associate is the primary point of contact for all service related needs of a Private Banking client.  He/she is responsible for establishing, maintaining, and building client relationships.  The Senior Client Service Associate works in a team-oriented environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.  Products include deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange and alternative investments.  Given the involvement with securities-related instruments, this position requires FINRA 7 & 63 licenses within 180 days of hire.  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 Private Banking clients.  Responsible for monitoring and maintaining client accounts across complex structures and a wide variety of products
  • Manage daily client transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulations
  • Act as an advisor to clients on banking related needs.  Use deep knowledge of the relationship and available sales tools / reports to independently identify and execute cross-sell and up-sell opportunities
  • Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit draw downs/pay downs, credit card requests, etc.)
  • Research, follow-up and resolve client inquiries and issues through effective interaction with clients, advisors, product partners, branch/operations teams and other staff in a timely and professional manner
  • Interview prospective candidates and collaborate on the hiring process
  • Coach and mentor new hires or less experienced employees
  • Attend relevant meetings and training sessions and ensure content is disseminated to the team
  • Provide leadership to the team as needed or in the absence of the Service Manager
  • Provide subject matter expertise and assistance in training events
  • Participate in projects, UAT efforts and super-user groups
  • Attendance at market meetings, including in-person participation and presentation as appropriate
  • Lead client or Integrated Team communication efforts as needed for projects, change initiatives or other events
  • Lead deposit gathering efforts within the Service team
  • Monitor and lead control metrics and initiatives


 Series 7 and 63 licenses required for position: preferred upon hiring, but must be obtained within 180 days of hire
  • College degree or equivalent financial services/banking industry experience preferred
  • Client service experience preferred
  • Experience with a wide range of investment products preferred
  • Ability to make independent decisions about complex issues and solutions
  • Ability to work effectively as a member of a team and provide leadership when needed
  • Operate as an early adopter of change and act as a change leader among peers
  • 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 #: 160024565
Location: Newark, DE US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 1000 US Dollar (USD)

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