Chase · 4 days ago
Re Entry Program : US Private Bank - Client Service Associate
150 W University Dr, Tempe, AZ, 85281, US
Full-time
Onsite
New Grad, Entry LevelJ.P. Morgan is a leading financial institution that offers innovative financial solutions. As a Client Service Associate within the U.S. Private Bank, you will be responsible for fostering and improving client relationships while serving as the primary contact for all service-related needs of Private Banking clients.
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
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
Preferred
College degree or equivalent client service experience preferred
Experience with a wide array of financial products preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial Sector Technology
2026-02-05
2026-02-05
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