PCS - Client Service Associate - Trust

Private Client Services (PCS) provides advice, strategies and solutions for all aspects of the financial, asset management and wealth transfer needs of high net worth clients (our target client segment is $1-25 million in net worth). PCS is dedicated to delivering an outstanding client experience by providing unbiased advice and individual solutions.


As a client service associate, you will resolve and respond to routine client inquiries related to the account relationship. You will be expected to handle easy to moderate client service questions working with moderately complex and confidential documents and reports. You will also identify cross-selling opportunities and communication leads and act as a local office liaison with National Capabilities partners. You will provide support for the activities of team members in servicing existing relationships with clients and referred prospects. You may assist less experienced Client Services employees as needed and answer phone calls, direct callers, and maintain routine calendars as required. Additionally, you will coordinate scheduling of meetings with existing clients, new prospects and Center of Influence parties; prepare pre-client meeting agendas, confirmation letters, post meeting follow up letters and any other miscellaneous correspondence; and prepare reports based on information provided from other team members (e.g. pipeline, at risk/early warning, and RAMP activities). REQUIREMENTS
Strong interpersonal, verbal and written communication skills Demonstrates knowledge of banking products and services as well as investment and private banking services Strong understanding of internal processes impacting the service of client relationships Good problem solving skills Proficient use of various software packages, including organizational mainframe systems (e.g. SEI, Commercial Loans, etc.) with at least one year of experience with SEI preferred Developing knowledge of compliance issues and solutions Minimum/moderate decision making capability At least one year of experience with trust and estate documentation

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.



JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V