JPMorgan Chase Wealth Management | U.S. Private Bank | Treasury Services Specialist in Chicago, Illinois

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.8 trillion, over 235,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking, Consumer and Community Banking.

Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.

J.P. Morgan Asset Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

The Client Service Group (CSG) is responsible for meeting the day to day service needs of the Private Bank’s high net worth and ultra-high net worth client base. Service is delivered through a very high-touch, team-based model with major service locations in the US, EMEA, and Asia. Client Service Associates are a critical component of the integrated client coverage model including Bankers, Investors, Lending Advisors, and Fiduciary Managers.


The PB Service Help team serves as a centralized point of contact within the Private Bank for questions regarding procedures, product details and escalations. As a Treasury Services Specialist within the PB Service Help team, extensive Treasury Services product knowledge and a broad understanding of operational flows and systems will be necessary in this role. Product and procedural knowledge, as well as an understanding of Client Service tools like Customer Assist, Case Management and Connect are required to support this position.

Typical Job Duties & Expectations

The PB Service Help team is primarily responsible for responding to inquiries from Client Service Associates, bankers and other internal partners accurately and expediently. He/she should be able to meet the following expectations:

  • An in-depth knowledge of Treasury products such as Commercial Checking; End of Day Sweep; JPMorgan ACCESS; Positive Pay; Debit Block; Lockbox; USD Clearing and ACH to include system knowledge and an understanding of related procedures

  • Ability to answer questions related to Private Bank Deposit and Investment products based on in-depth knowledge of the product features and benefits, fee structure, and support structure

  • Proficient in Client Service procedures and familiarity with Service Knowledge Connect

  • Partnership with the Private Bank Operations teams and other Line of Business Service and Operations areas to resolve questions or facilitate requests from the Private Bank

  • Ability to identify root causes and mitigate future inquiries from colleagues and clients

  • Diligence in tracking interactions within Outlook for use in monitoring activity and creating monthly MIS

  • Identification and escalation of improvement opportunities concerning the client experience, service tool set and operational procedures

  • Responsible for all Level 1 support for the Client Service Strategic Transformation Agenda

  • Collaborate effectively with training partners to develop or deliver targeted training where appropriate


  • At least two years or the equivalent customer service or operations experience, primarily in the banking or financial service industry; college degree preferred

  • An evidenced and accomplished history of independent problem solving work and strong attention to detail

  • Excellent interpersonal skills with proven leadership abilities

  • Knowledge of private banking industry including familiarity with various bank systems

  • Exceptional oral and written communications skills

  • Ability to multi-task and work under pressure in a team environment

  • Experience in using tools / systems like Deal Manager, JPMorgan ACCESS, Customer Assist and Statement Research Center a plus

Location: Scottsdale, AZ, Newark, DE; Chicago, IL; ;

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.