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JPMorgan US Private Bank- Digital Client Service Vice President 
United States, Texas, Plano 
983819169

17.12.2024

As a Digital Client Service Vice President in the Private Bank you will lead a team responsible for all online needs of large family and institutional clients. You will partner with Bankers, Client Service Associates, various Product Partners, and Operations teams to deliver a seamless and integrated approach to the Private Bank client online experience.

Job Responsibilities

  • Act as the Digital Client Service Team Lead, overseeing a small team of Digital Client Service Associates
  • Provide exceptional service to Private Bank clients within the digital platform
  • Offer training and guidance to clients on effectively using digital platforms and tools
  • Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
  • Research, follow up, and resolve client inquiries and problems through effective interaction with clients, advisors, client service associates, product partners, branch operations areas, and other staff in a timely and professional manner
  • Maintain up-to-date knowledge of digital banking products and services to effectively address client questions and concerns

Required Qualifications, Capabilities, and Skills

  • 7+ years of client facing experience in the financial services industry
  • Strong to exceptional interpersonal, verbal, and written communication skills
  • Experience with banking and investment products, including online banking
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)

Preferred Qualifications, Capabilities, and Skills

  • College degree or equivalent financial services/banking industry experience preferred
  • Prior experience leading a client facing team of direct reports in a high volume environment
  • Experience working with large families and institutional clients