Private Bank Client Service

1 month ago

Philadelphia, Pennsylvania, United States JPMorganChase Full time

Job Description
If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you
As a Fund Administrator Servicing Associate within the U.S. Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching fund administrator relationships. You will serve as the primary point of contact for all service-related needs for Fund Administrators. This will entail working in a complex team-oriented and fast paced environment with fund bankers, client service associates, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities

  • Serve as the primary point of contact for Third Party Fund Administrators that support Financial Institution clients (Private Equity/Venture Capital)
  • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement 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

Required qualifications, capabilities, and skills.

  • 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 qualifications, capabilities, and skills

  • College degree or equivalent client service experience preferred
  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses preferred
  • Experience with a wide array of financial products preferred
  • Experience with banking products & treasury services preferred
  • Experience working with third party fund administrators preferred

About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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