U.S. Private Bank- Client Service Vice President
Job description
The Client Service Group is responsible for managing and facilitating the daily unique and complex service needs of the Private Bank's client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, Africa and Asia.
The Client Service Group Vice President (fully licensed) is a subject matter expert on a team responsible for maintaining, deepening and enriching client relationships. The role is client facing and serves as the primary point of contact for all service related needs of a Wealth Management client. Client Service team members work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all wealth management products.
Job Responsibilities:
- Client Engagement - 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
- Risk & Controls - Ensuring robust and consistent controls and operating procedures are in place and adhered to and that the team fully meets operating standards, compliance, risk and regulatory requirements.
- Market Partnership - effectively collaborate and build relationships with respective client facing teams and internal business groups to deliver and execute client transactions as well as attend client/prospect meetings
- Business Development - review and identify potential business opportunities for clients to engage in additional products and services
- Leadership - strategically impact the Client Service function and team as subject matter expert and advocate for change
Required Qualifications, Capabilities and Skills:
- FINRA Series 7 and 63 licenses required for the position upon hire
- 12+ years of directly relevant financial services experience
- College degree or equivalent service experience preferred
- Experience with a wide array of financial products and securities strongly preferred
- Ability to develop and maintain collaborative relationships both internally and with external clients
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook. General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
RELOCATION ASSISTANCE NOT AVAILABLE FOR THIS ROLE
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
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