Job Details

Private Client Experience Specialist - San Francisco

Job Description

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.

In this role, you will be instrumental in delivering a high‑touch client experience. Partner with Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans.

Job Responsibilities

• Provide clients with white glove service by delivering a seamless client 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, assisting with analyzing clients' banking relationship 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 for clients, preparing deposit sales presentations, and verifying the identity of clients.
• Manage the lending process by completing loan applications with clients, quoting rates, or 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 the aligned Relationship Manager.

Required Qualifications, Capabilities, and Skills

• A minimum of two years of financial services experience.
• Demonstrated experience delivering exceptional client service to an affluent client base.

Preferred Qualifications, Capabilities, and Skills

• A bachelor's degree.
• Experience cultivating relationships through delivering Deposit Banking, Home, or Business lending needs.

Federal Deposit Insurance Act

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pre‑trial diversions or program entries.

Dodd‑Frank/Truth in Lending Act

This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC's review of your criminal conviction history, credit report, and other information relevant to demonstrating financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration.

Upon active employment with JPMorgan Chase, you will be required to register on the National Mortgage Licensing System and Registry (NMLS) and keep that registration current.

This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity or 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.