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Client Service Associate

Banking & Finance

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JPMorgan Chase & Conullfeatured image

The nation's largest bank, with locations all over the United States, Chase has worked with Skills for over 6 years. They offer competitive pay and career pathways with significant opportunity for advancement. They're also committed to racial and social justice, with programs such as the Second Chance Initiative and a $30 billion commitment to advancing racial equity. Chase Bank believe its diverse workforce helps it reach and maintain its world class status. Join the inclusive team at Chase Bank and apply for Client Service Associate roles today.

Job Highlights

  • Building and maintaining client relationships
  • Handling inbound client calls and emails from shared inbox
  • Use data to create metrics and reporting for clients
  • Become familiar with banking and finance industry

Candidate Profile

  • High school diploma or GED required (college degree preferred) plus 3+ years of direct client-facing customer service experience required (hospitality, restaurant, bank branch strongly encouraged to apply)
  • Must obtain obtain Series 7 and Series 63 SIE (Securities Industry Essentials) licenses within 120 days of hire (Chase will cover licensing and education course fees)
  • Excellent oral and written communication skills; able to communicate clearly and concisely, with a strong aptitude for strategic thinking and tactical execution
  • Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word, etc.)
Theodore was hired for Chase's Associate Banker role in March 2021.  He describes his new role as being the quarterback:  “I initiate all the plays by assessing the customers’ needs and passing them to right person." His job is to greet people as they come into the branch, assist them with ATM transactions, and help them with account maintenance. For his future goals at the company, Theodore wants to keep making people feel welcomed. He just turned 71 years old and believes he has met all his aspirations.  

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