U.S. Private Bank - Client Service Associate

Location: Tempe, AZ, United States

Job Family: Client Service

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, dedicated to serving the unique needs of ultra-high net worth individuals and families. As a Client Service Associate in our Tempe, AZ office, you will join a dynamic, client-focused team that provides personalized support to our most valued clients. This role is pivotal in delivering seamless administrative and operational excellence, ensuring that every interaction reinforces J.P. Morgan's reputation for integrity and superior service in the financial services industry. You will work closely with Private Bankers to handle complex client requests, from account management to coordinating bespoke investment strategies, all while upholding the highest standards of confidentiality and compliance. Your day-to-day responsibilities will include managing client communications, processing transactions, and preparing detailed reports using J.P. Morgan's advanced financial platforms. You will play a key role in client onboarding, ensuring all documentation is accurate and regulatory requirements are met efficiently. By anticipating client needs and resolving issues proactively, you will contribute to building lasting relationships that drive client loyalty and satisfaction. This position offers exposure to a wide array of financial products, including private equity, alternative investments, and customized lending solutions, allowing you to grow your expertise in a prestigious environment. J.P. Morgan Chase & Co. is committed to fostering an inclusive workplace where diverse perspectives fuel innovation. We offer robust professional development opportunities, competitive compensation, and a supportive culture that values work-life balance. If you are passionate about financial services and thrive in a collaborative setting, this role provides an exceptional platform to advance your career while making a meaningful impact on the lives of our elite clientele.

Key Responsibilities

• Provide exceptional administrative and operational support to Private Bankers serving ultra-high net worth clients
• Manage client inquiries, account maintenance, and transaction processing with accuracy and timeliness
• Coordinate with internal teams to ensure seamless delivery of investment, lending, and advisory services
• Prepare client reports, presentations, and documentation for meetings and reviews
• Maintain confidentiality and compliance with regulatory standards, including KYC and AML protocols
• Assist in onboarding new clients, including gathering documentation and setting up accounts
• Monitor client portfolios for updates and flag any issues to advisors promptly
• Support team initiatives to enhance client satisfaction and retention in the U.S. Private Bank
• Collaborate with technology and operations teams to leverage J.P. Morgan's digital tools for efficient service
• Contribute to a positive team environment by fostering collaboration and knowledge sharing

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 2 years of experience in client service within the financial services industry
• Strong understanding of wealth management principles and ultra-high net worth client needs
• Proficiency in financial software and CRM systems such as Salesforce
• Excellent communication skills with the ability to handle sensitive client information
• Ability to obtain necessary licenses such as Series 7 and Series 63 within 120 days of hire
• Commitment to J.P. Morgan's core values of integrity, excellence, and client focus

Preferred Qualifications

• Prior experience in private banking or supporting high-net-worth clients at a top-tier firm
• Advanced degree or certification in financial planning (e.g., CFP)
• Familiarity with J.P. Morgan's proprietary platforms and investment products
• Bilingual proficiency, particularly in Spanish or Mandarin, to serve diverse client bases
• Experience in a fast-paced, team-oriented environment within a global financial institution

Required Skills

• Client relationship management
• Financial analysis and reporting
• Attention to detail and organizational skills
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Knowledge of investment products and wealth management
• Regulatory compliance awareness (SEC, FINRA)
• Strong verbal and written communication
• Problem-solving and critical thinking
• Time management in a high-volume environment
• Team collaboration and interpersonal skills
• Data entry and CRM system navigation
• Discretion with confidential information
• Adaptability to changing client needs
• Basic understanding of banking operations
• Customer service orientation

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable
• Access to J.P. Morgan's global employee assistance program

JP Morgan Chase is an equal opportunity employer.