Client Service Associate

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions
• Manage money movement, security transfers, and loan transactions
• Adhere to firm controls policies, procedures, and FINRA regulations
• Protect client assets against potential fraud activities
• Collaborate with client-facing teams and internal business groups to execute transactions
• Identify potential business opportunities for clients to engage in additional products and services

Requirements

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses (or ability to obtain within 90 days)
• Ability to operate effectively in a matrix organization
• Ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Microsoft Outlook

Preferred Qualifications

• College degree or equivalent client service experience
• Experience with a wide array of financial products

About the Company

JPMorganChase is a leading global financial institution offering innovative solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands.