Private Client Experience Specialist - Bellevue, WA
JPMorganChase, Bellevue, WA, United States
Overview
Join JPMorgan Private Client as a
Client Experience Specialist
to support a team dedicated to delivering unparalleled service. In this role you partner with Relationship Managers to assist clients with banking needs, identify opportunities to deepen relationships, and support clients while obtaining loans.
Job Responsibilities
Provide clients with white glove service by delivering a seamless onboarding experience, owning inquiries from start to finish, and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, analyzing clients’ banking relationships, and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day‑to‑day banking needs, including identifying banking solutions, preparing deposit sales presentations, and verifying client identity.
Manage the lending process by completing loan applications with clients, quoting rates, and sending pre‑approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses, or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncover opportunities for deepening client wallet share and raising client engagement.
Required Qualifications
Minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications
A bachelor's degree.
Experience cultivating relationships through delivering deposit banking, home, or business lending needs.
Legal and Compliance Requirements
This position is subject to Section 19 of the Federal Deposit Insurance Act and the Dodd‑Frank/Truth in Lending Act, requiring background checks, credit reports, and NMLS registration under the SAFE Act. Continued employment is contingent on compliance with these requirements.
Equal Opportunity Employer
We are an equal‑opportunity employer and welcome applicants from all backgrounds. We do not discriminate on the basis of protected attributes. Reasonable accommodations are provided for applicants and employees.
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Join JPMorgan Private Client as a
Client Experience Specialist
to support a team dedicated to delivering unparalleled service. In this role you partner with Relationship Managers to assist clients with banking needs, identify opportunities to deepen relationships, and support clients while obtaining loans.
Job Responsibilities
Provide clients with white glove service by delivering a seamless onboarding experience, owning inquiries from start to finish, and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, analyzing clients’ banking relationships, and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day‑to‑day banking needs, including identifying banking solutions, preparing deposit sales presentations, and verifying client identity.
Manage the lending process by completing loan applications with clients, quoting rates, and sending pre‑approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses, or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncover opportunities for deepening client wallet share and raising client engagement.
Required Qualifications
Minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications
A bachelor's degree.
Experience cultivating relationships through delivering deposit banking, home, or business lending needs.
Legal and Compliance Requirements
This position is subject to Section 19 of the Federal Deposit Insurance Act and the Dodd‑Frank/Truth in Lending Act, requiring background checks, credit reports, and NMLS registration under the SAFE Act. Continued employment is contingent on compliance with these requirements.
Equal Opportunity Employer
We are an equal‑opportunity employer and welcome applicants from all backgrounds. We do not discriminate on the basis of protected attributes. Reasonable accommodations are provided for applicants and employees.
#J-18808-Ljbffr