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Chase · 2 weeks ago

Private Client Experience Specialist - San Francisco, CA

1 Front St, San Francisco, CA, 94111, US

Full-time

Onsite

Entry, Mid Level

$38.46/hr - $57.69/hr

2+ years exp

Chase is a leading financial services firm, and they are seeking a Private Client Experience Specialist to enhance client experience excellence. In this role, you will support Relationship Managers by delivering high-touch service, assisting clients with banking needs, and identifying opportunities to deepen client relationships.

BankingFinancial 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

Financial services experienceClient service excellenceRelationship managementDeposit banking knowledgeLending process managementBachelor's degreeMarketing activities support