JPMorganChase · 5 months ago
Private Client Experience Specialist - San Diego
1280 4th Ave, San Diego, CA, 92101, US
Full-time
Hybrid
Entry, Mid Level
$38.46/hr - $57.69/hr
2+ years expJPMorgan Chase is seeking a Client Experience Specialist to join their Private Client team, dedicated to delivering exceptional client service. This role involves supporting Relationship Managers, managing client onboarding, and assisting with banking needs while identifying opportunities to deepen client relationships.
Asset ManagementBankingFinancial Services
Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client’s banking relationship and conducting business calls with Relationship Managers
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Qualification
Required
A minimum of two years of financial services experience
Demonstrated experience delivering exceptional client service to an affluent client base
Preferred
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs
Benefits
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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