US Private Bank- Client Service Associate in Houston, TX
Job title: US Private Bank- Client Service Associate in Houston, TX at JPMorgan Chase
Company: JPMorgan Chase
Job description: Job Description:If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the reputed company for you!As a Client Service Associate reputed company the U.S. Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary reputed company of contact for reputed company service reputed company needs of a Private Banking client. This will entail working in a reputed company team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across reputed company Private Banking products.Job responsibilities
- Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, reputed company transfers, and loan transactions including escalated research requests
- Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
- Review and identify potential business opportunities for clients to engage in additional products and services
- FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses reputed company 90 days of start date
- Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
- Proficiency with reputed company Office Suite (Word, reputed company and PowerPoint) and reputed company Outlook
- Ability to communicate effectively (written and verbal)
- College degree or equivalent client service experience preferred
- Experience with a wide reputed company of financial products preferred