Relationship Partner - Analyst

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to our clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from across the Front Office and other businesses functions, providing you with the opportunity to take your career to the next level.

Job Summary

As a Relationship Partner, you will play a crucial role in supporting our Client Advisors by managing and coordinating all service and maintenance related activities for our Private Bank Clients. You will act as the primary point of contact for service needs, ensuring seamless communication and exceptional client satisfaction. Working collaboratively with client advisors, integrated team members, operations and technology teams, you will facilitate exceptional service delivery for our clients. Your passion for client service, coupled with strong communication and relationship management skills, will drive the success of our client engagements.

Job Responsibilities:

• Oversee and coordinate all client servicing and account maintenance activities, ensuring a high standard of client service excellence.

• Coordinate with Advisors, Operations, Middle Office, and Onboarding teams to ensure client documentation and servicing requirements are met, prioritizing client needs and expectations.

• Address and resolve Client and Advisor inquiries and issues promptly and professionally.

• Execute client transactions relating to cash / liquid positions, corporate actions and inquiries accurately and timely, adhering to established policies and procedures.

• Monitor and manage client cash long and short balances, liaising with clients as necessary to maintain account positions.

• Facilitate investments in liquidity funds and foreign exchange (cash management) for clients within set limits.

• Identify and escalate cross-sell opportunities to bankers and product partners.

• Drive digital adoption through client education and outreach.

• Lead completion of the client Periodic Review process.

• Investigate and resolve potential or actual fraud situations, errors, and losses promptly.

• Support business, team, and Advisor projects, contributing to overall team success.

 

Required Qualifications, Capabilities and Skills:

• Bachelor's degree in finance, business administration, law, or a related field; advanced degree or certifications (e.g., CFA, IMC) are a plus.

• Strong interpersonal and communication skills, both written and oral, with a demonstrated ability to engage effectively with clients.

• Experience in a similar role within the financial services or banking industry, with a proven track record of client service excellence.

• Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel; familiarity with CRM systems is advantageous.

• Highly organized and detail-oriented, with a strong commitment to accuracy and quality in all tasks.

• Excellent judgment and problem-solving skills, with the ability to navigate complex client situations.

• Demonstrated ability to work independently and collaboratively within a team, consistently prioritizing the client experience.

• Relevant licensing or certifications as required by location (e.g., Series 7, Series 63).

• Fluency in Spanish and English.

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​