
Global financial services firm
Asset and Wealth Management - Client Service Associate
he Client Service Specialist works with teams across the Private Bank to deliver a seamless and integrated experience to our clients.
We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.
As a Client Service Specialist within the Private Bank, you will work with teams across the bank to deliver a seamless and integrated experience to our clients. We are actively looking for team members who are collaborative, engaging, and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high-quality service, this role provides the opportunity to be part of a dynamic team and make a significant impact on our client's experience.
Job Responsibilities
- Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
- Monitor client cash balances, where necessary liaising with clients to cover positions.
- Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
- Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client
- Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Required Qualifications, Capabilities and Skills
- Minimum of Bachelor's degree or equivalent financial qualifications
- Fluent English
- Strong relationship management, communication and time management skills
- Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
- Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment
- Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
- Previous experience in a similar role within the Financial services and/or Banking industry
- Capital Markets exam required or passed within 3 months of start date.
Preferred Qualifications, Capabilities and Skills
- multilingual - other foreign languages highly desired
This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6 reports
$126,500
total per year
Base
$110,000
Stock
-
Bonus
-
$103,500
$201,250
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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