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Digital Client Service Associate, Wealth Management

Banking & Finance

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JPMorgan Chase & Conullfeatured image

The nation's largest bank, with locations all over the United States, Chase offers candidates the opportunity to work in almost every financial field, along with competitive pay and career pathways. 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 Digital Client Service Associate roles in Wealth Management today.

Job Highlights

  • Manage and facilitate the daily unique and complex service needs of the client base
  • Assist private banking clients and advisors with all aspects of online experience via inbound calls and email
  • Utilize multiple systems to provide efficient service to Private Banking clients across all of their accounts
  • Research, follow-up, and resolve client inquiries and problems through partnership with cross-functional teams

Candidate Profile

  • High school diploma or GED required (college degree preferred) plus equivalent client service/financial services/banking industry experience
  • Experience with banking and investment products, including online banking
  • High comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
  • Available to work 7a-7p shift, Monday - Friday; Weekend and evening work required on as-needed basis
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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