U.S. Private Bank – Digital Client Service Associate jobs in United States
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Chase · 3 weeks ago

U.S. Private Bank – Digital Client Service Associate

Chase is a leading financial institution, and they are seeking a Digital Client Service Associate within their Private Bank team. In this role, you will be the primary point of contact for all online related needs of Private Bank clients, working collaboratively with various teams to enhance the client online experience.

BankingFinancial Services

Responsibilities

Provide exceptional service and flawless execution on client requests and inquiries
Follow the firm’s controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
Engage with respective client facing teams and internal business groups to deliver and execute client transactions

Qualification

Client service experienceMicrosoft Office SuiteInterest in technologyProblem solvingFinancial products knowledgeCommunication skills

Required

Interest in technology
Excellent communication skills (both verbal and written)
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
3+ years of experience in similar roles
Strong problem solving acumen

Preferred

Prior experience in the financial service industry in client facing role
College degree or equivalent financial service experience
Experience with a wide array of financial products
Prior experience working in a high call volume environment

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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