Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Houston, TX
Posted on: 9 Apr 2021
Houston, TX
Job Description
The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships. The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management client. Client Service Associates work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Wealth Management products.
Core Responsibilities:
* Client Engagement provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Risk & Controls Ensuring robust and consistent controls and operating procedures are in place and adhered to and that the team fully meets operating standards, compliance, risk and regulatory requirements. The Senior CSA will serve as the first level of escalation.
* Market Partnership effectively collaborate and build relationships with respective client facing teams and internal business groups to deliver and execute client transactions as well as attend client/prospect meetings
* Business Development - review and identify potential business opportunities for clients to engage in additional products and services
* Leadership strategically impact the Client Service function and team as subject matter expert and advocate for change
Qualifications:
* FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but offer sponsored training program to acquire within 120 days of hire
* No relocation assistance is being offered for this role
* Minimum 3 years of financial services experience
* College degree or equivalent service experience preferred
* Experience with a wide array of financial products preferred
* Demonstrate passion for delivering exceptional client service
* Strong leadership skills
* Excellent communication skills, both written and oral
* Ability to develop and maintain collaborative relationships both internally and with external clients
* Skilled in multi-tasking and managing priorities effectively
* Ability to handle complex and challenging situations
* Ability to identify and escalate issues
* Team player
* Ability to adapt to a rapidly changing and fast paced business and technology environment
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
* General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
