Private Bank-Digital Client Service Associate

If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!

As a Digital Client Service Associate within the U.S. Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching relationships with large family and institutional clients.  You will work in a team-oriented environment with Bankers, Client Service Associates, various Product Partners, and Operations teams to deliver a seamless and integrated approach to the Private Bank client online experience. 

Job Responsibilities

• Provide exceptional service to large family and institutional clients within the digital platform
• Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
• Research, follow-up, and resolve client inquiries and problems through effective interaction with multiple internal stakeholders in a timely and professional manner
• Maintain up-to-date knowledge of digital banking products and services to effectively address client questions and concerns
• Monitor client feedback and work with internal teams to implement improvements to the digital client service process

Required Qualifications, Capabilities, and Skills

• 4+ years of client facing experience in the financial services industry
• High comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
• Strong interpersonal, verbal, and written communication skills
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)

Preferred Qualifications, Capabilities, and Skills

• College degree or equivalent financial services/banking industry experience preferred
• Experience with banking and investment products, including online banking
• Prior experience leading a client facing team of direct reports in a high volume environment
• Experience working with large families and institutional clients