Position Description

JPMorgan Chase - Client Service Associate
Location Chicago, IL
Job Code 1717
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Client Service Associate – JPMorgan Chase


About Skills for Chicagoland’s Future

Give yourself a competitive advantage by applying to this role through Skills for Chicagoland’s Future (Skills). Skills is a nonprofit organization that partners with organizations across the Chicagoland area to place unemployed and underemployed job seekers with employers that are committed to hiring talent through Skills.


Why utilize Skills for Chicagoland’s Future as one of your job search sources?

Skills is your advocate with the hiring company throughout the hiring process. Any job seeker who Skills determines is a match for the role is interviewed by a member of Skills’ Talent Acquisition Team and provided with additional insights into the role. Additionally, Skills is free for job seekers.


Hiring Company (JP Morgan Chase)

At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking solutions combined with cutting edge financial technology you’ll be front and center representing our brand, and providing superior customer service, to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, and want to join an exemplary team, then join us at JP Morgan Chase.


Job Description:

As a Client Service Associate (CSA) you serve as the primary point of contact for each client assigned or shared by you. You will build and maintain a deep connection to the clients in your assigned portfolio enabling revenue growth and a consistently high level of client satisfaction. The assigned client portfolio may be comprised of operating transactional accounts and treasury products both within the US and across the global footprint for JPMorgan Chase.


Responsibilities Include: 

  • Client Engagement - provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Risk & Controls - adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Market Partnership - effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Business Development - proactively review and identify potential business opportunities for clients to engage in additional products and services



  • College degree PREFERRED but not required AND 3+ years of direct client-facing customer service experience required (those with hospitality, restaurant, or banking experience are encouraged to apply)
  • Candidates will be expected to obtain Series 7 and Series 63 SIE (Securities Industry Essentials) licenses within 120 days of hire (JPMC will cover licensing and education course fees).
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely.
  • Strong aptitude for strategic thinking and tactical execution
  • Proficient in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word, etc.)
  • Must have strong interpersonal, verbal, and written communication skills.
  • 8a - 5p Monday – Friday

Eligibility Requirements:

  • Must obtain satisfactory background check/fingerprinting results
  • Must be 18 or older on the start date
  • Must be eligible to work in the United States
  • Candidates will be expected to obtain Series 7 and Series 63 SIE (Securities Industry Essentials) licenses within 120 days of hire (JPMC will cover licensing and education course fees).


10 S. Dearborn St, Chicago, IL 60603; Location is CTA accessible.


Salary and Benefits:

  • Full-time
  • Starting at $32.00 hourly (65k starting salary)
  • Medical, Dental, Vision, and 401K full benefits package


JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.

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

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