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Chase · 3 months ago

U.S. Private Bank - Senior Client Service Associate

150 W University Dr, Tempe, AZ, 85281, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Chase is a leading financial services firm, and they are seeking a Senior Client Service Associate within the U.S. Private Bank. This role involves maintaining and enriching client relationships while serving as the primary point of contact for service-related needs.

BankingFinancial Services

Responsibilities

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

Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities

Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

Review and identify potential business opportunities for clients to engage in additional products and services

Qualification

FINRA licensesClient Service experienceMicrosoft Office SuiteFinancial productsWork under pressure

Required

FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

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

3 years Client Service experience