US Private Bank- Digital Client Service Associate

Job Information

• Job Identification
• Job Category Client Service
• Business Unit Asset & Wealth Management
• Posting Date 03/04/2025, 03:03 PM
• Locations Plano, TX, United States Chicago, IL, United States Tempe, AZ, United States
• Job Schedule Full time
• Job Shift Day
• Base Pay/Salary Chicago,IL $66,500.00-$90,000.00

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

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.