JPMorgan Chase Wealth Management | U.S. Private Bank | Client Service Associate (Licensed) in Houston, Texas

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Wealth Management is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

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.

Position Summary:

The Client Service Associate is the primary point of contact for all service related needs of a Private Bank client. He/she will join a large group of colleagues responsible for answering client questions and inquiries, performing servicing activities across the broad range of products. The ideal candidate will be passionate about client service and will have strong communications skills to ensure an exceptional level of client satisfaction.

Core Responsibilities:

  • Client Engagement – provide exceptional client service and execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions

  • Partnership – effectively engage with client facing teams and internal business groups to deliver and execute client transactions

  • Risk & Controls – adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities


  • FINRA Series 7 and 63 licenses required for the position: must be obtained within 120 days of hire

  • College degree or equivalent experience preferred

  • Previous client service or call center experience preferred, preferably in a financial services environment

  • Experience with financial products preferred

  • Excellent communication skills, both written and oral

  • Ability to work collaboratively both internally and with external clients

  • Skilled in multi-tasking and managing priorities effectively

  • Ability to handle complex and challenging situations from origination to completion

  • Ability to identify and escalate issues

  • Ability to adapt to a rapidly changing and fast paced business and technology environment

  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines

  • Proficiency with Microsoft Office

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.