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Wealth Management

Company: JPMorgan Chase & Co.
Location: San Francisco
Posted on: January 16, 2022

Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. J.P. Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time. The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia. Position Summary 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. Core Responsibilities: * 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 Qualifications * 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 * Bilingual fluency in Mandarin and English

Keywords: JPMorgan Chase & Co., San Francisco , Wealth Management , Executive , San Francisco, California

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