U.S. Private Bank - Senior Client Service Associate

Location: Tempe, AZ, United States

Job Family: Client Service

About the Role

At J.P. Morgan Private Bank, we are dedicated to providing unparalleled wealth management services to ultra-high net worth individuals and families across the United States. As a Senior Client Service Associate in our Tempe, AZ office, you will play a pivotal role in a dynamic, client-focused team that supports the sophisticated financial needs of our discerning clientele. This position within the U.S. Private Bank offers the opportunity to leverage your expertise in financial services to deliver exceptional support, ensuring every client interaction reflects J.P. Morgan's commitment to excellence, integrity, and innovation. You will collaborate closely with wealth advisors, investment specialists, and operations teams to facilitate seamless service delivery in a high-stakes environment. Your day-to-day responsibilities will include serving as the trusted liaison for clients, managing inquiries related to account management, investment performance, and personalized banking solutions. You will handle complex onboarding processes, ensure compliance with stringent regulatory standards, and prepare detailed reports using J.P. Morgan's advanced technological platforms. This role demands a proactive approach to identifying client needs, coordinating cross-functional support, and contributing to initiatives that enhance the overall client experience. With a focus on ultra-high net worth portfolios, you will navigate intricate financial structures, including trusts, estates, and alternative investments, all while upholding the highest levels of confidentiality and professionalism. J.P. Morgan Chase & Co. values associates who bring passion and precision to their work, and this senior role is ideal for seasoned professionals eager to advance within one of the world's leading financial institutions. Based in Tempe, AZ, you will benefit from a collaborative culture that fosters professional growth, access to cutting-edge resources, and the chance to impact the lives of elite clients. If you thrive in a fast-paced setting and are committed to delivering white-glove service, join our team to help shape the future of private banking at J.P. Morgan.

Key Responsibilities

• Serve as the primary point of contact for ultra-high net worth clients, addressing inquiries and coordinating with advisors to ensure seamless service delivery
• Manage client onboarding processes, including documentation, KYC compliance, and account setup in alignment with J.P. Morgan's standards
• Facilitate the preparation and review of client reports, performance summaries, and customized financial updates using J.P. Morgan's proprietary platforms
• Coordinate with internal teams, such as investment management and trust services, to execute client requests efficiently
• Monitor client portfolios for service opportunities, escalating issues to senior advisors as needed
• Ensure adherence to all regulatory and compliance protocols, maintaining accurate records in J.P. Morgan's systems
• Support client meetings by preparing materials, taking notes, and following up on action items
• Contribute to team initiatives aimed at enhancing client satisfaction and retention within the U.S. Private Bank
• Assist in the development of client service strategies tailored to ultra-high net worth individuals and families
• Handle ad-hoc projects, such as system updates or process improvements, to optimize the client experience

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Minimum of 5 years of experience in client service within the financial services industry, preferably in private banking or wealth management
• Proven track record of supporting ultra-high net worth clients with complex financial needs
• Strong understanding of regulatory requirements in the U.S. financial sector, including SEC and FINRA guidelines
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite and financial software applications
• Series 7 and Series 63 licenses or willingness to obtain them

Preferred Qualifications

• Experience working with J.P. Morgan Chase or similar elite private banking institutions
• Advanced degree such as an MBA or certifications like CFP (Certified Financial Planner)
• Bilingual proficiency, particularly in Spanish or Mandarin, to serve diverse client bases
• Prior exposure to alternative investments and estate planning services
• Demonstrated leadership in client service teams or mentoring junior associates

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance knowledge
• Attention to detail
• Problem-solving abilities
• Communication (verbal and written)
• Time management and prioritization
• Team collaboration
• Proficiency in CRM systems like Salesforce
• Data entry and record-keeping accuracy
• Discretion and confidentiality handling
• Adaptability to changing client needs
• Basic investment product knowledge
• Customer service orientation
• Analytical thinking for client queries

Benefits

• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Annual performance-based bonuses and stock awards as part of J.P. Morgan's total rewards package
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Wellness programs featuring gym memberships, mental health support, and employee assistance services
• Flexible work arrangements, including hybrid options for eligible roles in Tempe, AZ
• Employee stock purchase plan and access to exclusive financial planning resources

JP Morgan Chase is an equal opportunity employer.